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Select the right 401(k) Recordkeeper

The following 401(k) recordkeepers provide excellent services such as recordkeeping, daily valuation, statements mailed to participant's homes and virtually all the basic services a 401(k) plan sponsor/employer might wish to offer employees.

The Pension Specialists, Ltd. wraps its consulting, ERISA, Department of Labor, and Internal Revenue Compliance Services around these basic services-combining with these recordkeepers to provide the highest possible level of service to plan sponsors and participants.

Note: There are differences between these basic 401(k) recordkeepers. The services, features and charges vary significantly from vendor to vendor. A fundamental service of the The Pension Specialists, Ltd. is to assist you in evaluating the services and features to assure you the best fit with your objectives and core values. Click on logos below for individual recordkeeper information.

ThePensionSpecialists,Ltd. regularly considers and evaluates additional 401(k) plan recordkeeping platforms for inclusion with the list here. Please check back with us
periodically for any new platforms we've added.