Coalition Members

 

The trademarks and logos appearing on this page are owned by the respective companies named or depicted therein, and are used here by permission.


 

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For more than half a century, AIG has served as a leading retirement plan provider for healthcare, government, higher education, K-12 schools and school districts and other not-for-profit institutions. AIG currently has more than $86 billion in total customer assets under management and manages plans for more than 2 million plan participants. We help Americans plan for and enjoy a secure retirement. At AIG, we provide real solutions for real lives by consistently offering products and services that are innovative, simple to understand and easy to use. We take a personal approach to retirement plans and programs, offering customized solutions for individual needs. We are committed to the same unchanging standard of one-on-one service we have delivered since our founding. Our goal is to help Americans live retirement on their terms.

 

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Empower Retirement is a bold new retirement services company combining the retirement resources, expertise and scale of Great-West Financial, Putnam Investments, and Great-West Financial Retirement Plan Services (formerly J.P. Morgan Retirement Plan Services). Our singular vision is to transform the retirement industry to help people retire with reliable replacement of their working income—for life. Helping over 7 million participants and 30,000 plan sponsors as a leading provider of 401(k), 457 and 403(b) employer-sponsored retirement savings plans.
 

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John Hancock Retirement Plan Services is a strategic cornerstone of John Hancock’s wealth management business. We are focused on successful growth through innovation, a commitment to the customer, and deep consultation with the partners who share in our success. Our promise is to remain a premier provider—a trusted partner to you—helping individuals realize the retirement futures they have promised themselves. We offer a diverse set of products, service options, and programs ranging from proven leadership and expertise in the small plan, TPA-focused market to solutions for very large plans, including a total retirement outsourcing solution. Whatever your plan’s size, industry, or unique challenges, we have a solution. Let us help you build a better retirement program.


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Nationwide® is a U.S.-based company with a history of strength and stability dating back more than 89 years.  We’re committed to helping America retire successfully and to creating a brighter future for our members and communities.

We offer advisors the flexibility and control to do what they do best – tailor the perfect retirement plan to serve the unique needs of their clients.

  • More than 1200 investments to create the core lineup--plus Fund Window, providing participants access to funds outside the core lineup at no added cost
  • Dedicated Field and Internal partners who make themselves available--pre-sale, point-of-sale, post-sale, and anywhere along the journey
  • A suite of solutions designed to ease a plan sponsor's administrative and fiduciary burdens
 

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Whether a company is starting its first 401(k) plan or looking to transfer a long-established plan, PAi offers flexible retirement options to accommodate companies of all sizes-from a single employee to hundreds of employees. No minimum employee counts or account balances required. PAi, a third party administrator and recordkeeper, works with thousands of Financial Advisors and CPAs to offer cost effective retirement plans across the country. We've also successfully partnered with one of the nation's largest banks and multiple payroll providers-allowing companies to find the best fit for their needs. PAi has an award winning Customer Care team available to help Financial Advisors, Plan Sponsors, and Participants with their retirement needs. Established in 1983, our vision remains a world where workers own their retirement readiness.
 

pentegra

Pentegra is a leading provider of retirement plan, fiduciary outsourcing and institutional investment solutions. Founded by the Federal Home Loan Bank System in 1943, we have over 70 years of expertise in providing best-in-class solutions.

With every retirement solution, we bring the same focus—relieving you of the fiduciary and administrative burdens that come with sponsoring a retirement plan. With expertise with every conceivable plan type and design with the broadest possible span of fiduciary duties, we partner with firms as an independent resource to bring maximum flexibility to every opportunity. You and your client decide how you want to work with us and together we'll select the services, fiduciary support, and investment platform that brings your solution together seamlessly to deliver powerful retirement plan solutions that build successful outcomes.

 

principal
The Principal Financial Group® (The Principal®) is a global investment management leader offering retirement services, insurance solutions and asset management. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. Founded in 1879 and a member of the FORTUNE 500®, the Principal Financial Group has $403.0 billion in assets under management1 and serves some 18.3 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG. For more information, visit www.principal.com.
 

 

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For more than 140 years, Prudential Financial has helped customers grow and protect their wealth. We are known for delivering on our promises to our customers and are recognized as a trusted brand and one of the world’s most admired companies. With operations in the United States, Asia, Europe and Latin America, we provide customers with a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management. An integral part of the Prudential Financial tradition since 1923, Prudential Retirement delivers retirement plan solutions for public, private, and nonprofit organizations. Services include recordkeeping, investments and risk management, comprehensive employee communications, and trustee services for Defined Contribution, Defined Benefit, and non-qualified plans.
 

securian
Securian Financial Group and its affiliates provide financial security for individuals and businesses in the form of insurance, investments and retirement plans. We have been offering qualified retirement plans since 1930 and back those services with strong financials and a focus on clients’ best interests. Flexibility, expertise and unique solutions delivered by long tenured specialists that truly care about their clients are standard components of our program. Our approach includes extensive administrative outsourcing and industry leading fee levelization provided under open architecture and 3(21) platforms. Bundled and unbundled service levels are available.
 

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SS&C Retirement Solutions, a wholly-owned subsidiary of SS&C Technologies, is your single source for high-quality, end-to-end solutions connecting the entire retirement ecosystem. Leveraging 30 years of leadership, we bring a set of technology-powered solutions and services that help you streamline operations, lower servicing costs, drive participant engagement, improve participant outcomes, and simplify your life. Serving plan providers, sponsors, advisors, participants, asset managers, and insurance companies, we offer a flexible business model that enables selective outsourcing with a customizable menu of services. From a single solution to complete program design and execution, we can scale and custom-configure our capabilities to your needs.
 

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At T. Rowe Price we know every company has specific priorities and objectives for its retirement plan. Therefore, every plan needs to be properly structured and clearly focused on specific outcomes. It’s the reason we take a “one team” approach — partnering with advisors to pursue desired results. With our investment management, T. Rowe Price is focused on delivering investment management excellence that investors can rely on—now and over the long term. As a thought leader in the retirement space, we’re committed to ensuring that you stay informed and equipped to make the right choices. We offer retirement solutions that add value and accommodate multiple arrangements, working with plan sponsors, advisors, and third-party administrators to deliver retirement plan services for all plan types, sizes, and levels of complexity.
 

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Transamerica is changing the way people think about their financial and overall well-being. Yes, Transamerica helps people achieve a lifetime of financial security by serving millions of customers across the United States with insurance; pension and retirement plans; investments; and asset management services. But today, it’s about so much more than that.

As we all live longer, the connection between our wealth and health is growing. Transamerica is inspiring people to see their spending, earning, and saving in a whole new way. Considering all that can affect personal finances, Transamerica wants to help people develop healthy physical and financial habits, so they can add more years to their lives and more life to their years.

Transamerica's business is empowering people to feel better about the future. And we’ve been doing that for more than 100 years.

 

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Ubiquity Retirement + Savings(TM) is a leading financial technology company with a simple mission: to provide the 50+ million Americans working for small businesses with the option to save for retirement at work. For 20+ years, Ubiquity has helped employees save more than $2.25 billion in retirement contributions, and provided small and micro retirement plans for more than 7,000 small businesses —pioneering transparent, flat-fee, customizable plans for this historically underserved community. Through cutting-edge technology and partnerships with financial service providers, Ubiquity is breaking the cycle of limited retirement savings options. For more information, please visit www.myubiquity.com.

 


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