2020
Recordkeeping Survey

Providers

Ameritas

www.ameritas.com
Assets ($MM) by Plan Type
Ranked #37$11,017
401(k)91%
403(b)<1%
457 1%
NQDC0%
Other8%
Participants by Plan Size
Ranked #42175,941
<$10MM62%
$10MM – $50MM10%
>$50MM – $200MM1%
>$200MM27%
Plans by Count
Ranked #265,720
% Third-party administration
60%
Related Offerings
HSA integrationNo
Student Loan RepaymentNone
Financial wellness options0
Service Offerings
New client restrictionsNo Company Stock
Multiple service modelsYes
Offers corporate trustee servicesNone
# of internal ERISA counsel0
Will act as §3(16) fiduciaryYes - via third party
Participant Services
Call center hoursWeekdays: 7 a.m. - 6 p.m. ET
Online chat supportNo
Mobile appNo
Managed account optionsStadion
Retirement Income
Displays retirement income estimate on statements
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Omni