2024
Recordkeeping Survey

• State of the Industry
• Industry Snapshot
  • 401(k), All Types
  • 403(b), All Types
  • 457 – 457(b) / 457(f)
  • NQDC, Excluding 457s
• Provider Rankings
• Providers
  • ADP
  • Alerus Retirement and Benefits
  • Alight Solutions
  • Ameritas
  • Ascensus
  • Bank of America Corporation
  • BOK Financial
  • Capital Group, home of American Funds
  • Corebridge Financial
  • Correll Co.
  • Empower
  • EPIC Retirement Plan Services

  • Fidelity Investments
  • Guideline
  • Human Interest
  • John Hancock
  • July Business Services
  • Lincoln Financial Group
  • Milliman, Inc.
  • MissionSquare Retirement
  • Nationwide
  • NWPS
  • OneAmerica Financial
  • Principal Financial Group

  • Schwab Retirement Plan Services, Inc.
  • Sentinel Group
  • T. Rowe Price
  • The Standard
  • TIAA
  • Transamerica Retirement Solutions, LLC (Transamerica)
  • TruStage (formerly Cuna Mutual Group)
  • USI Consulting Group
  • Vanguard
  • Voya Financial
• Methodology

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