Introduction
ICMA-RC
www.icmarc.orgAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #26 | $49,255 | |||
401(k) | $1,327 | |||
403(b) | $0 | |||
457 | $36,415 | |||
NQDC | $0 | |||
All Other | $11,513 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #22 | 1,170,635 | |||
<$10MM | 241,193 | |||
$10MM – $50MM | 213,612 | |||
>$50MM – $200MM | 350,601 | |||
>$200MM – $1BMM | 225,467 | |||
>$1B | 139,762 |
Service Offerings | |
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New client restrictions | Public sector only |
Multiple service models | Yes |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 3 |
Will act as §3(16) fiduciary | No |
Participant Services | |
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Call center hours | Weekdays: 8:30 a.m. - 9 p.m. ET |
Online chat support | No |
Mobile app | Yes |
Managed account options | Morningstar/Ibbotson |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | Yes |
Offers out-of-plan annuity bidding service | Yes |
Recordkeeping Platform FIS Omni |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |