Member Service Providers

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ADP Retirement Services provides comprehensive recordkeeping services to meet the needs of small-, mid-, and large-sized companies. Our breadth of service includes support for a wide range of qualified and nonqualified plan types and options. The quality and experience of our dedicated service teams, plus our proven technological advances, provide an exceptional value to our clients. Our associates possess a deep knowledge about the complexities, regulations and compliance requirements that apply to deferred compensation and retirement plans to deliver a client experience that makes plan administration easy.


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For more than half a century, AIG has served as a leading retirement plan provider for healthcare, government, higher education, K-12 schools and school districts and other not-for-profit institutions. AIG currently has more than $86 billion in total customer assets under management and manages plans for more than 2 million plan participants. We help Americans plan for and enjoy a secure retirement. At AIG, we provide real solutions for real lives by consistently offering products and services that are innovative, simple to understand and easy to use. We take a personal approach to retirement plans and programs, offering customized solutions for individual needs. We are committed to the same unchanging standard of one-on-one service we have delivered since our founding. Our goal is to help Americans live retirement on their terms.


Ascensus is the nation’s largest independent retirement services provider. With more than 40 years of experience, we support more than 3.8 million retirement plan participants while offering tailored solutions that meet the needs of financial advisors, employers, and individuals. Our independence provides advisors flexibility, options, and the freedom to choose investments—and services—from a neutral partner who enables them to play to their strengths, while our proprietary technology enables us to partner with leading brands to offer unparalleled choice and value. Ascensus is also trusted by financial institutions to transition, build, and recordkeep their retirement businesses. For more information, visit

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At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry by innovating in ways that benefit investors, the advisors and employers who serve them. We champion our clients' goals with passion and integrity. Schwab Retirement Plan Services is focused on participant outcomes. We offer and support 401(k) plans as well as a wide variety of defined contribution plans, defined benefit plans, and nonqualified deferred compensation services that integrate easily with your 401(k). You'll benefit from a flexible, customizable approach to addressing your plan needs, streamlined administration, robust plan and participant services, and dedicated support.

empower logo webHeadquartered in metro Denver, Empower Retirement administers approximately $1 trillion in assets for more than 12 million retirement plan participants as of March 31, 2021. It is the nation’s second-largest retirement plan recordkeeper by total participants. Empower serves all segments of the employer-sponsored retirement plan market: government 457 plans; corporate 401(k) clients; non-profit 403 (b) organizations; Taft-Hartley plans; private-label recordkeeping clients; and IRA customers. For more information please visit and connect with us on Facebook, Twitter, LinkedIn and Instagram.



Fidelity Investments, with assets under administration of $4.0 trillion, is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, and benefits outsourcing to more than 20 million individuals, institutions, and through 5,000 financial intermediary firms. The Fidelity 401(k) program is a fully bundled, flexible offering designed to help advisors provide a 401(k) plan that best meets the needs of their plan sponsors. Backed by the strength of Fidelity, the program offers four key elements for a successful 401(k) plan: flexible plan drafts; an innovative employee engagement program, called Plan for Life; analytics tools; and outstanding service.


John Hancock Retirement Plan Services is a strategic cornerstone of John Hancock’s wealth management business. We are focused on successful growth through innovation, a commitment to the customer, and deep consultation with the partners who share in our success. Our promise is to remain a premier provider—a trusted partner to you—helping individuals realize the retirement futures they have promised themselves. We offer a diverse set of products, service options, and programs ranging from proven leadership and expertise in the small plan, TPA-focused market to solutions for very large plans, including a total retirement outsourcing solution. Whatever your plan’s size, industry, or unique challenges, we have a solution. Let us help you build a better retirement program.


For more than 60 years, Lincoln Financial Group’s Retirement Plan Services (RPS) business has been helping savers boost their retirement readiness through employer-sponsored plans. That legacy includes a commitment to collaborating with the institutional consultant and advisor to help plan sponsors offer retirement programs that meet the unique needs and goals of their organization. Lincoln serves clients in all markets – corporate, healthcare, government and not for profit – with a best-in-class high-touch service model. RPS Retirement Consultants, available onsite, online and by phone, develop long-term one-on-one relationships with savers to help motivate them to take actions that lead to better retirement outcomes. RPS offers personalized services, solutions and education to help plan participants get to and through retirement.


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Since 1947, Milliman has applied our expertise to create and administer retirement plans that attract and retain employees and meet workers’ needs for retirement and financial wellness. We serve the full spectrum of public, private, not-for-profit, and Taft-Hartley clients across a broad range of industries. We provide recordkeeping, administration, and consulting for all types of retirement plans, including 401(k), 403(b), 457, ESOPs, cash balance, traditional pension, money purchase and nonqualified DC plans. We combine decades of employee benefits experience, the highest client service standards, and leading-edge technology to create an integrated, engaging experience for plan sponsors and participants.

The Principal Financial Group® (The Principal®) is a global investment management leader offering retirement services, insurance solutions and asset management. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. Founded in 1879 and a member of the FORTUNE 500®, the Principal Financial Group has $403.0 billion in assets under management1 and serves some 18.3 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG. For more information, visit


Securian Financial Group and its affiliates provide financial security for individuals and businesses in the form of insurance, investments and retirement plans. We have been offering qualified retirement plans since 1930 and back those services with strong financials and a focus on clients’ best interests. Flexibility, expertise and unique solutions delivered by long tenured specialists that truly care about their clients are standard components of our program. Our approach includes extensive administrative outsourcing and industry leading fee levelization provided under open architecture and 3(21) platforms. Bundled and unbundled service levels are available.

At T. Rowe Price we know every company has specific priorities and objectives for its retirement plan. Therefore, every plan needs to be properly structured and clearly focused on specific outcomes. It’s the reason we take a “one team” approach — partnering with advisors to pursue desired results. With our investment management, T. Rowe Price is focused on delivering investment management excellence that investors can rely on—now and over the long term. As a thought leader in the retirement space, we’re committed to ensuring that you stay informed and equipped to make the right choices. We offer retirement solutions that add value and accommodate multiple arrangements, working with plan sponsors, advisors, and third-party administrators to deliver retirement plan services for all plan types, sizes, and levels of complexity.

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Transamerica is changing the way people think about their financial and overall well-being. Yes, Transamerica helps people achieve a lifetime of financial security by serving millions of customers across the United States with insurance; pension and retirement plans; investments; and asset management services. But today, it’s about so much more than that.

As we all live longer, the connection between our wealth and health is growing. Transamerica is inspiring people to see their spending, earning, and saving in a whole new way. Considering all that can affect personal finances, Transamerica wants to help people develop healthy physical and financial habits, so they can add more years to their lives and more life to their years.

Transamerica's business is empowering people to feel better about the future. And we’ve been doing that for more than 100 years.




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