Small Plans ($1 Million - $10 Million in AUA)

NOTE:  THIS SURVEY IS FOR ADVISORS ONLY!
 
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 SMALL PLANS ($1 Million - $10 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 Small Plans ($1 Million - $10 Million) market segment.

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

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* 5. Please rank your assessment of the Calculator capabilities of the following recordkeepers for plans in the Small Plans ($1 Million - $10 Million) market segment.

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

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* 6. Please rank your assessment of the Plan Sponsor Website capabilities of the following recordkeepers for plans in the Small Plans ($1 Million - $10 Million) market segment.

  Needs Improvement 2 Functional 4 World Class
401GO, Inc.
ADP Retirement Services
Alerus Retirement and Benefits
Alliance Benefit Group National
American Financial Systems, Inc.
American Funds
American Trust Retirement
Ameritas
Ascensus, LLC
BPAS
Charles Schwab & Co.
Corebridge Financial
CUNA Mutual Retirement Solutions
Empower
Entrust Group, The
Equitable
Fidelity Investments