RESEARCH

2017 Recordkeeping Survey

Providers

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List of Providers
ADP Retirement Services
Alliance Benefit Group
American Funds
American Trust Retirement
Ameritas Retirement Plans
Ascensus
Aspire Financial Services
AXA
Bank of America Merrill Lynch
BB&T Retirement and Institutional Services
BOK Financial
BPAS
Charles Schwab
Conduent LLC
Correll Co.
CUNA Mutual Retirement Solutions
Employee Fiduciary
Empower Retirement
EPIC Advisors, Inc.
Fidelity Investments
GuideStone Financial Resources
ICMA-RC
Insperity Retirement Services
John Hancock Retirement Plan Services
July Business Services
Kidder Benefits Consultants, Inc.
Lincoln Financial Group
MassMutual
MetLife Resources
Milliman, Inc.
Mutual of America
Nationwide
Newport Group
Northwest Plan Services, Inc.
OneAmerica
Paychex, Inc.
Pentegra Retirement Services
PNC Retirement Solutions
Principal Financial Group
Professional Capital Services
Prudential Financial, Inc.
RPG Consultants
Securian Financial Group
The Standard
TCG Administrators
TIAA
Transamerica
T. Rowe Price
Ubiquity Retirement & Savings
Unified Trust Company
USI Consulting Group
VALIC
Vanguard
Voya Financial
Wells Fargo

Recordkeeping Survey Archive

As a complement to our Defined Contribution Survey - which measures how satisfied DC clients are with their providers - our annual Recordkeeping Survey gives employers the chance to see exactly which products and services each provider offers, as well as listing information on total assets and overall client demographics. This survey, as opposed to the DC survey, is comprised of data collected from the providers themselves.