MEMBERS
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Ameritas Life Insurance Corp. is a mutual insurance company. It is owned by Ameritas Mutual Holding Company, headquartered in Lincoln, Nebraska, United States. The company includes Ameritas Mutual Holding Company and Ameritas Holding Company, as well as Ameritas Life Insurance Corp. of New York.
Ascensus is the nation’s largest independent retirement services provider. With more than 40 years of experience, we support more than 3.8 million retirement plan participants while offering tailored solutions that meet the needs of financial advisors, employers, and individuals. Our independence provides advisors flexibility, options, and the freedom to choose investments—and services—from a neutral partner who enables them to play to their strengths, while our proprietary technology enables us to partner with leading brands to offer unparalleled choice and value. Ascensus is also trusted by financial institutions to transition, build, and recordkeep their retirement businesses. For more information, visit www.ascensus.com.
At CUNA Mutual Retirement Solutions, it is our mission to recognize the powerful human story of the service and accomplishments of hard-working Americans, and help them meet their challenge in achieving a secure retirement.
We offer recordkeeping services focused on true open architecture, simple and full fee transparency, while delivering fee levelization by being revenue neutral. Our website and app tools simplify plan management and help ensure participants’ success. At the center of our outcome-focused approach is our comprehensive educational platform. Because when it comes to adequately saving for the future, plan participants either get it right or they don’t. That’s why we equip them with the right knowledge and tools to help them set and stay on target with their goals.
We offer recordkeeping services focused on true open architecture, simple and full fee transparency, while delivering fee levelization by being revenue neutral. Our website and app tools simplify plan management and help ensure participants’ success. At the center of our outcome-focused approach is our comprehensive educational platform. Because when it comes to adequately saving for the future, plan participants either get it right or they don’t. That’s why we equip them with the right knowledge and tools to help them set and stay on target with their goals.
Headquartered in metro Denver, Empower Retirement administers approximately $1 trillion in assets for more than 12 million retirement plan participants as of March 31, 2021. It is the nation’s second-largest retirement plan recordkeeper by total participants. Empower serves all segments of the employer-sponsored retirement plan market: government 457 plans; corporate 401(k) clients; non-profit 403 (b) organizations; Taft-Hartley plans; private-label recordkeeping clients; and IRA customers. For more information please visit empower-retirement.com and connect with us on Facebook, Twitter, LinkedIn and Instagram.
John Hancock Retirement Plan Services is a strategic cornerstone of John Hancock’s wealth management business. We are focused on successful growth through innovation, a commitment to the customer, and deep consultation with the partners who share in our success. Our promise is to remain a premier provider—a trusted partner to you—helping individuals realize the retirement futures they have promised themselves. We offer a diverse set of products, service options, and programs ranging from proven leadership and expertise in the small plan, TPA-focused market to solutions for very large plans, including a total retirement outsourcing solution. Whatever your plan’s size, industry, or unique challenges, we have a solution. Let us help you build a better retirement program.
For more than 60 years, Lincoln Financial Group’s Retirement Plan Services (RPS) business has been helping savers boost their retirement readiness through employer-sponsored plans. That legacy includes a commitment to collaborating with the institutional consultant and advisor to help plan sponsors offer retirement programs that meet the unique needs and goals of their organization. Lincoln serves clients in all markets – corporate, healthcare, government and not for profit – with a best-in-class high-touch service model. RPS Retirement Consultants, available onsite, online and by phone, develop long-term one-on-one relationships with savers to help motivate them to take actions that lead to better retirement outcomes. RPS offers personalized services, solutions and education to help plan participants get to and through retirement.
Nationwide® is a U.S.-based company with a history of strength and stability dating back more than 89 years. We’re committed to helping America retire successfully and to creating a brighter future for our members and communities.
We offer advisors the flexibility and control to do what they do best – tailor the perfect retirement plan to serve the unique needs of their clients.
- More than 1200 investments to create the core lineup--plus Fund Window, providing participants access to funds outside the core lineup at no added cost
- Dedicated Field and Internal partners who make themselves available--pre-sale, point-of-sale, post-sale, and anywhere along the journey
- A suite of solutions designed to ease a plan sponsor's administrative and fiduciary burdens
For more than 50 years, OneAmerica has specialized in designing customized retirement plans and providing award-winning administrative and participant education services. Our sales and service teams are located throughout the country and support over 12,000 plans with over $78B in assets under administration. We are committed to building long-lasting relationships with clients and advisors. We provide a range of resources to advisors to help them expand their industry connections and grow their practices..
The Principal Financial Group® (The Principal®) is a global investment management leader offering retirement services, insurance solutions and asset management. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. Founded in 1879 and a member of the FORTUNE 500®, the Principal Financial Group has $403.0 billion in assets under management1 and serves some 18.3 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG. For more information, visit www.principal.com.
With The Standard, you are in the driver’s seat. Our flexible retirement plan administration and recordkeeping services are designed to support your goals and complement your practice. We can help you deliver value and reduce workload for employers –while helping your business grow and thrive. Learn more about why a partnership with The Standard is better. Call 844.239.3561 or visit www.standard.com/advisor.
Transamerica is changing the way people think about their financial and overall well-being. Yes, Transamerica helps people achieve a lifetime of financial security by serving millions of customers across the United States with insurance; pension and retirement plans; investments; and asset management services. But today, it’s about so much more than that.
As we all live longer, the connection between our wealth and health is growing. Transamerica is inspiring people to see their spending, earning, and saving in a whole new way. Considering all that can affect personal finances, Transamerica wants to help people develop healthy physical and financial habits, so they can add more years to their lives and more life to their years.
Transamerica's business is empowering people to feel better about the future. And we’ve been doing that for more than 100 years.
Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings - to get ready to retire better. Serving the financial needs of approximately 13 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $11 billion in revenue in 2015 and $458 billion in total assets under management and administration as of March 31, 2016. With a clear mission to make a secure financial future possible - one person, one family, one institution at a time - Voya's vision is to be America's Retirement Company(tm).
