Micro (AUA <$1 Million)

Advisors work with a variety of recordkeepers across different market segments, and in support of an plans of all sizes and complexities. As such, YOU  are extraordinarily well-positioned to compare and evaluate the strengths (and weaknesses) of this critical service.
 
This is your opportunity as a retirement plan advisor to provide input on the capabilities of the nation's leading recordkeeping firms in a number of key service categories. Please rate only the capabilities of the firm(s) you work with, with a "5" being "world class" service capabilities, "3" being functional, and "1" - well, needs work. PLEASE ONLY RESPOND TO CAPABILITIES WITHIN THE MARKET(S) YOU ACTUALLY TARGET/EXPERIENCE.  We know that not all recordkeepers listed below actually compete in this particular market segment - so please only rank the recordkeepers that you actively work with in this market segment!
 
Results will be published in a future issue of NAPA-Net the Magazine and on NAPA Net.
 
THE FOLLOWING QUESTIONS DEAL WITH PROVIDERS SUPPORTING THE MICRO PLAN (< $1 Million ) ONLY.  OTHER SEGMENTS CAN BE FOUND AT https://www.napa-net.org/news-info/daily-news/who-are-nation%E2%80%99s-best-recordkeepers-0
 
PLEASE NOTE: THIS SURVEY IS FOR ADVISORS ONLY. Entries without a valid, professional email address will be disregarded.

Question Title

* 1. Your email address (for confirmation only).

Question Title

* 2. CRD Number (if none, just put 000)

Question Title

* 3. What is/are your target markets (check all that apply)?

Question Title

* 4. Please rank your assessment of the Participant Tools/Website capabilities of the following recordkeepers for plans in the Micro (less than $1 million in AUA) market segment.

  Needs Improvement 2 Functional 4 World Class
BPAS
Empower
Securian Retirement
Mutual of Omaha Retirement Services
American Trust Retirement
PCS Retirement
Mutual of America Financial Group
July Business Services
Charles Schwab & Co.
Schwab Retirement Plan Services
Schneider Downs Wealth Management Advisors, LP
The Entrust Group
Vestwell
Fidelity Investments
401GO, Inc.
ADP Retirement Services
Corebridge Financial
TIAA-CREF
Voya Financial Inc.
The Standard
J.P. Morgan Asset Management
Wells Fargo Advisors
NWPS
Touchstone Retirement Group
PAi
North American KTRADE Alliance
American Financial Systems, Inc.
Equitable
NestEggs Retirement Plan Services, Inc.
Newport Group
Transamerica
Alerus Retirement and Benefits
Slavic401k
IRALOGIX, Inc
John Hancock Retirement Plan Services
Human Interest
Alliance Benefit Group National
American Funds
Nationwide Financial
The Hebets Company
IPX Retirement
Principal Financial Group
Ascensus, LLC
T. Rowe Price
Paychex, Inc.
Lincoln Financial Group
Ubiquity Retirement + Savings
Pentegra Retirement Services
Ameritas
CUNA Mutual Retirement Solutions

Question Title

* 5. Please rank your assessment of the Calculator capabilities of the following recordkeepers for plans in the Micro (less than $1 million in AUA) market segment.

  Needs Improvement 2 Functional 4 World Class
Voya Financial Inc.
Alliance Benefit Group National
John Hancock Retirement Plan Services
Transamerica
Equitable
401GO, Inc.
IRALOGIX, Inc
Lincoln Financial Group
Charles Schwab & Co.
The Hebets Company
CUNA Mutual Retirement Solutions
American Trust Retirement
Wells Fargo Advisors
ADP Retirement Services
Mutual of Omaha Retirement Services
Touchstone Retirement Group
Paychex, Inc.
North American KTRADE Alliance
Ameritas
T. Rowe Price
Human Interest
Mutual of America Financial Group
American Financial Systems, Inc.
PAi
Alerus Retirement and Benefits
IPX Retirement
TIAA-CREF
Schwab Retirement Plan Services
J.P. Morgan Asset Management
Schneider Downs Wealth Management Advisors, LP
The Standard
Ubiquity Retirement + Savings
American Funds
Slavic401k
Vestwell
PCS Retirement
Ascensus, LLC
July Business Services
Principal Financial Group
Pentegra Retirement Services
Nationwide Financial
Empower
Fidelity Investments
Newport Group
Securian Retirement
BPAS
NWPS
Corebridge Financial
NestEggs Retirement Plan Services, Inc.
The Entrust Group

Question Title

* 6. Please rank your assessment of the Plan Sponsor Website capabilities of the following recordkeepers for plans in the Micro (less than $1 million in AUA) market segment.

  Needs Improvement 2 Functional 4 World Class
Schneider Downs Wealth Management Advisors, LP
IRALOGIX, Inc
Ascensus, LLC
Slavic401k
American Trust Retirement
Entrust Group, The
Schwab Retirement Plan Services
Fidelity Investments
John Hancock Retirement Plan Services
July Business Services
Alerus Retirement and Benefits
Charles Schwab & Co.
ADP Retirement Services
Equitable
NWPS
Hebets Company, The
American Financial Systems, Inc.
Human Interest