Advisors' Choice: Small Plans
Recordkeepers - Small Plans ($1 Million - $10 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.