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Advisors' Choice: Mega Market Plans

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Recordkeepers - Mega Market Plans (> $250 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.

Late last year we launched our call to advisors to rate the nation’s best recordkeepers in a dozen different service categories, and in five distinct market segments. Following are the top 5 in each of those key service categories, sorted alphabetically.