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.

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

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

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

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

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

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* 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
Vestwell
Wells Fargo Advisors
J.P. Morgan Asset Management
401GO, Inc.
NestEggs Retirement Plan Services, Inc.
Newport Group
Equitable
CUNA Mutual Retirement Solutions
Hebets Company, The
Fidelity Investments
Mutual of Omaha Retirement Services
IPX Retirement
Empower
ADP Retirement Services
Schneider Downs Wealth Management Advisors, LP
Lincoln Financial Group
PCS Retirement
Mutual of America Financial Group