Introduction
NFP
www.nfp.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #51 | $5,288 | |||
401(k) | $0 | |||
403(b) | $0 | |||
457 | $242 | |||
NQDC | $5,046 | |||
All Other | $0 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #58 | 40,500 | |||
<$10MM | 22,400 | |||
$10MM – $50MM | 10,700 | |||
>$50MM – $200MM | 7,400 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | Nonqualified plans only (i.e., 409A, 457(b), and 457(f) plans) |
Multiple service models | Not reported |
Offers corporate trustee services | Not reported |
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 | Not reported |
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 |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |