Introduction
Insperity
www.insperity.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #52 | $4,113 | |||
401(k) | $4,112 | |||
403(b) | $0 | |||
457 | $0 | |||
NQDC | $1 | |||
All Other | $0 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #46 | 136,324 | |||
<$10MM | 115,301 | |||
$10MM – $50MM | 13,123 | |||
>$50MM – $200MM | 3,540 | |||
>$200MM – $1BMM | 4,360 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | No Taft-Hartley |
Multiple service models | No |
Offers corporate trustee services | No |
Internal ERISA counsel | 4 |
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 | Yes |
Mobile app | Yes |
Managed account options | Morningstar/Ibbotson; ProNvest |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform FIS Omni |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |