Introduction
Correll Co.
www.correllco.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #56 | $2,325 | |||
401(k) | $2,136 | |||
403(b) | $45 | |||
457 | $9 | |||
NQDC | $24 | |||
All Other | $111 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #51 | 90,388 | |||
<$10MM | 34,605 | |||
$10MM – $50MM | 37,886 | |||
>$50MM – $200MM | 17,897 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | No |
Internal ERISA counsel | 1 |
Will act as §3(16) fiduciary | No |
Participant Services | |
---|---|
Call center hours | Weekdays: 10 a.m. - 5:30 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | None |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | Yes |
Recordkeeping Platform FIS Relius |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |