Introduction
The Pangburn Group
www.pangburngroup.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #63 | $1,020 | |||
401(k) | $0 | |||
403(b) | $0 | |||
457 | $41 | |||
NQDC | $979* | |||
All Other | $3 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #63 | 9,059 | |||
<$10MM | Not reported | |||
$10MM – $50MM | Not reported | |||
>$50MM – $200MM | Not reported | |||
>$200MM – $1BMM | Not reported | |||
>$1B | Not reported |
Service Offerings | |
---|---|
New client restrictions | Nonqualified plans only (i.e., 409A, 457(b), and 457(f) plans) |
Multiple service models | No |
Offers corporate trustee services | No |
Internal ERISA counsel | Not reported |
Will act as §3(16) fiduciary | Not reported |
Participant Services | |
---|---|
Call center hours | Not reported |
Online chat support | Not reported |
Mobile app | No |
Managed account options | Proprietary system (NQDC only) |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Not reported |
Offers in-plan guaranteed retirement income products | Not reported |
Offers out-of-plan annuity bidding service | Not reported |
Recordkeeping Platform Proprietary system (NQDC only) |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |