Platforms 2016-11-15T11:24:39+00:00

Corporate Retirement Plan Platforms

As a fully qualified ERISA 3(38) Fiduciary, we understand the importance of forging strategic partnerships in the area of plan administration, custody, compliance and design.  We utilize a flexible, open-architecture approach enabling plan sponsors to select from an wide array of administration, record-keeping, custodial and trustee partners.  As such, we offer full vendor search capabilities for sponsors who wish to compare their current provider to a universe of respected and experienced platform providers,  including…

  • Fidelity
  • CUNA Mutual
  • Vanguard
  • Mid Atlantic Trust
  • Great West Life
  • Frontier Trust/Ascensus
  • John Hancock
  • Nationwide
  • Pension Inc.
  • Principal
  • Schwab
  • Securian
  • TD Ameritrade
  • Transamerica
  • Wells Fargo