Provider Directory

401K GPS, LLC

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Advisors Ahead

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Aegis International

Aegis International (Aegis) is a personal, private, and highly impactful sales development and sales leadership firm - with over two decades of experience in helping small to large financial planning firms grow, manage, and exit their business. We help build the business your people (and your clients) would fight to be in no matter where your competition will come from.

Through our lens of the global advice market, we help advice firms craft a repeatable and remarkable client experience to fend off the considerable changes taking place here in the US market.  We invite you to consider our services in light of the looming disruption.

Aegis is simply a better way to build your business and through the 401K Study Group we offer a remarkably elegant model to embrace the change you need.

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Alliance Pension Consultants

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Blooom, Inc.

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BlueStar Retirement Services, Inc.

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Edu(k)ate

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EPIC Advisors, Inc.

EPIC serves the business community by offering well designed retirement plans for business owners/executives and their employees. During our more than 20 year history, we have served thousands of employers providing comprehensive services without the need to hire multiple firms. Combining the expertise and experience of our firm and you as the financial advisor, we will deliver a premium retirement plan services program.

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Even Keel Investments

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eZ-Adviser

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fi360

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Fiduciary Benchmarks

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FiduciaryPath, LLC

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LFE Institute, LLC

LFE has specialized in unbiased Financial Wellness services for more than 2 decades. Our engaging on-demand and electronic tools provide value-added solutions to advisors and Plan Providers, with access to more than 65 multi-generational videos (see Video Overview), the new Smart Money Certification (SMC) money-mastery skills testing, and e-learning education throughout the year. You’ll also have access to customized sales tools and videos, analytics, and resources to deliver over 40 onsite workshop topics, and more.

 

LFE’s education is unique in that each tool answers specific questions, and provides practical solutions to broad-based real-life problems, including how to: Cut rising college and healthcare costs, eliminate student loan debt, make smart buying decisions, avoid defaults, garnishments, and the latest scams, find more money to invest, build retirement readiness skills, etc.

 

Advisors are also able to target Millennials – and their parents – through the new SMC-College, a Financial Literacy & Certification program for college students. See SMC-College Video & Syllabus.

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Manning & Napier

Retirement doesn’t mean what it used to. Your clients and their participants are facing a host of new challenges and expect comprehensive, thoughtful solutions. They rely on your expertise in this ever-changing environment, as well as your independent perspective, to help them achieve their objectives.

Manning & Napier, an investment manager with more than 45 years of experience, believes in a ProActive approach to retirement, and is committed to equipping our retirement plan advisor partners with the tools and resources necessary to give that experience to their clients.

Resources
Access resources on a variety of timely topics including QDIA due diligence, health savings accounts, fiduciary best practices, and more.

Tools
Access custom information, analytics, and tools designed to help you support your plan sponsor clients, including target date comparison reports.

Investment Outlook
Leverage our in-depth research and economic analysis, and unique perspective on the current retirement landscape.

Regulatory Updates
Stay up-to-date on regulatory issues and get your regulatory questions answered through our Regulatory FAQs series.

Solutions
We offer solutions in a variety of vehicles for all of your plan sponsors’ needs.

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MillenniuM Investment & Retirement Advisors

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NAPLIA

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NH Hicks Legal & Pension Consultants

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O2 Technology Solutions LLC

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Penret Services, Inc.

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Professional Capital Services

There’s a reason PCS is consistently ranked as one of the fastest growing companies in America by Inc. 5000. Beyond our unwavering commitment to excellent customer service, we are also driven to offer the most advanced platform in the industry. Our AccountLink System incorporates robust technology that makes your job easier, like streamlined payroll processing, detailed plan and participant views, third-party software integration, automated funding requests, and on-demand reporting and our AdvisorLab 401k toolkit. It’s all a part of our commitment to our clients, and the promise of delivering The Next Generation Retirement Plan.

Plan Types
PCS offers an array of plan types and arrangements. They include:
• 401(k) Plans
• 403(b) Plans
• 457(b) & (f) Plans
• Profit Sharing Arrangements
• Non-Qualified Retirement Plans
• IRA Plans
• Solo(k) Plans
• And more

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QPSteno

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Retirement Law Group, PC

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Retirement PlanVision

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ShoeFitts Marketing

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Swerdlin & Company

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T. Rowe Price Retirement Plan Services, Inc.

T. Rowe Price Retirement Plan Services, Inc. is rooted in over 30 years of experience working with plan sponsors, as well as the advisors and third-party administrators who can be critical to a plan’s success. We understand that building a successful plan in today’s uncertain environment is more complex than ever. We also believe in developing innovative solutions that will drive participant outcomes over the long term.

Choosing T. Rowe Price is a smart decision:

  • Defined contribution plan service provider since 1982
  • Recognized for exceptional client service
  • Service team supported by advanced systems capabilities
  • Easy plan account access for sponsors, dvisors, and participants
  • Comprehensive education and communications resources
  • Leading investment management firm for over 75 years
  • Reputation for delivering solid long-term investment performance
  • Pioneer in target date investments and their use as qualified default investment alternatives

Four retirement plan service offerings designed to meet the unique needs of your clients:

  • Essential ChoiceSM- A streamlined solution for emerging plans
  • Focus ChoiceSM - A progressive solution for growing plans
  • Tailored ChoiceSM - A flexible solution for expanding companies
  • Enterprise ChoiceSM - A solution to satisfy the unique needs of highly complex plans

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The Rosenbaum Law Firm P.C.

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The Wagner Law Group

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Unified Trust Company, N.A.

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