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ACCOLADES


2024 ADVISORS' CHOICE: MICRO MARKET PLANS

Micro Plans are considered plans totaling less than $1 million. Advisors work
with a variety of recordkeepers across different market segments, and in support
of plans of all sizes and complexities—and advisors have identified the very
best in the nation.


 * Accolades


PUBLISH DATE:

September 09, 2024


BY:

NAPA Net Staff

Micro Plans are considered plans totaling less than $1 million.

Advisors work with a variety of recordkeepers across different market segments,
and in support of plans of all sizes and complexities—and advisors have
identified the very best in the nation.

As a result, advisors are, of course, extraordinarily well positioned to compare
and evaluate the strengths (and weaknesses) of this critical service—as you see
and experience first-hand the features, flexibility, and support that these
organizations provide across a wide variety of circumstances.

 

Participant Tools

 * 401GO, Inc.
 * John Hancock Retirement Plan Services
 * July Business Services
 * Principal Financial Group
 * Voya Financial Inc.

 

Calculators

 * 401GO, Inc.
 * Empower
 * John Hancock Retirement Plan Services
 * July Business Services
 * Voya Financial Inc.

 

Plan Sponsor Website

 * 401GO, Inc.
 * Empower
 * July Business Services
 * T. Rowe Price
 * Principal

 

Mobile App

 * 401GO, Inc.
 * Empower
 * Fidelity Investments
 * T. Rowe Price
 * Transamerica

 

Regulatory Support

 * 401GO, Inc.
 * BPAS
 * John Hancock Retirement Plan Services
 * July Business Services
 * Pentegra Retirement Services

 

Staff Credentials

 * 401GO, Inc.
 * Alerus Retirement and Benefits
 * July Business Services
 * North American KTRADE Alliance
 * The Standard

 

Advisor Support

 * Alerus Retirement and Benefits
 * TruStage  
 * July Business Services
 * The Standard
 * Transamerica

 

Participant Statement

 * TruStage  
 * Empower
 * John Hancock Retirement Plan Services
 * July Business Services
 * The Standard

 

Education Materials

 * BPAS
 * John Hancock Retirement Plan Services
 * July Business Services
 * T. Rowe Price
 * Transamerica

 

Multi-Lingual Capabilities

 * BPAS
 * Empower
 * Fidelity Investments
 * John Hancock Retirement Plan Services
 * Voya Financial Inc.

 

Plan Health

 * 401GO, Inc.
 * BPAS
 * Empower
 * John Hancock Retirement Plan Services
 * T. Rowe Price

 

Financial Wellness

 * BPAS
 * July Business Services
 * Principal Financial Group
 * T. Rowe Price
 * The Standard

 

Retirement Income

 * Alerus Retirement and Benefits
 * John Hancock Retirement Plan Services
 * July Business Services
 * Lincoln Financial Group
 * TIAA-CREF

 

 

SUBSCRIBE
Sign up to Receive NAPA-Net Daily.

 

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