Today we are pleased to announce the expansion of our industry lists resource – with an interactive version of our popular Black Book. Today, the Recordkeepers.
Recordkeepers are perhaps in the strongest position of all providers, since they control the technology and, perhaps more importantly, the data that runs DC plans. However, consolidation continues to affect this segment of the market, leaving more power in the hands of fewer recordkeepers.
With our interactive list, you’ll be able to view and sort by:
- Primary market(s) served
- Number of plans served (401(k), 403(b), MPP, 457, NQDC, DB, cash balance)
- Number of participants served (401(k), 403(b), MPP, 457, NQDC, DB, cash balance)
- Services available to advisors
You can also search within the list – and you’ll be able to identify which are NAPA Firm Partners.
Check it out at https://www.napa-net.org/2016-napa-black-book-recordkeepers/.
NOTE: There’s a lot of data here – use the scroll bar at the top and bottom of the chart to navigate.
If you’d like to be included in the 2017 NAPA Black Book, please contact Gwenn Paness at [email protected].
