Introduction
The Standard
www.standard.com/retirementAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #32 | $19,865 | |||
401(k) | $17,789 | |||
403(b) | $1,365 | |||
457 | $176 | |||
NQDC | $77 | |||
All Other | $458 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #33 | 368,741 | |||
<$10MM | 178,488 | |||
$10MM – $50MM | 144,604 | |||
>$50MM – $200MM | 36,351 | |||
>$200MM – $1BMM | 9,298 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | No ESOP plans |
Multiple service models | No |
Offers corporate trustee services | No |
Internal ERISA counsel | 8 |
Will act as §3(16) fiduciary | Yes - direct offering |
Participant Services | |
---|---|
Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | Proprietary offering |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform FIS Omni |
---|
*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |