RESEARCH | January 24, 2013 2013 403(b) Buyer’s Guide This survey provides a listing of various types of providers to 403(b) plans, including the services each one provides as well as information on which 403(b) market segment(s) each one serves. Reported by PLANSPONSOR Provider Services Provided Navigation StoryTop 10 403(b) ProvidersNew 403(b) Clients Won in 2011Total 403(b) AssetsTotal 403(b) ClientsTotal Higher Education ClientsTotal K–12 ClientsTotal Not-for-Profit/Religious403(b) Providers403b ConsultantsAMI Benefit Plan Administrators Inc.AXA EquitableCBIZ Retirement Plan ServicesCorrell Co.CPI Qualified Plan Consultants Inc.Deloitte Tax LLPExpertPlan Inc.Fidelity Investments Tax-Exempt Retirement ServicesFraser Stryker PC LLOGreat-West FinancialGuideStone Financial ResourcesHartford Life Insurance CompanyHewitt EnnisKnupp Inc., an Aon CompanyING U.S. RetirementJEM Resource PartnersKidder Benefits Consultants Inc.Lincoln Financial GroupMassMutual Financial GroupMetLife ResourcesMutual of AmericaOneAmerica~Pentegra Retirement ServicesPrincipal Financial GroupPrudential RetirementQBI LLCRains Plan GroupSecurity BenefitSentinel Benefits & Financial GroupStrategic Retirement Group Inc.TIAA-CREFTransamerica Retirement Solutions†USI Consulting GroupVALICXerox CorporationProvider Services ProvidedInvestmentsInvestment consultingThird-party administrationRecordkeepingCommon remitterInformation-sharing technologyAudit/complianceCentralized data gatheringPlan documentParticipant educationPlan reporting 2023 2022 2021 2019 2018 2017 2015 2014 2013 2012 2011 2011 2010 PURCHASE REPRINTWANT MORE INFO? Provider Services Provided 403b Consultants✓AXA Equitable✓CBIZ Retirement Plan Services✓Fidelity Investments Tax-Exempt Retirement Services✓GuideStone Financial Resources✓Hewitt EnnisKnupp Inc., an Aon Company✓ING U.S. Retirement✓JEM Resource Partners✓Kidder Benefits Consultants Inc.✓Lincoln Financial Group✓MassMutual Financial Group✓MetLife Resources✓Mutual of America✓OneAmerica~✓Pentegra Retirement Services✓Principal Financial Group✓Prudential Retirement✓Security Benefit✓Sentinel Benefits & Financial Group✓Strategic Retirement Group Inc.✓TIAA-CREF✓VALIC✓ Looking for a PDF copy? Visit our Store! visit