FYI, we’ve updated our list of national record keepers. The National 401(k) Record Keepers list includes vendors that provide record keeping services at the national level. This means that they have significant presence in all regions, whether measured by plans under management or by sales personnel. There are about 600 so-called “Record Keeping TPAs” and other providers (like regional banks) that do not have a national presence and are therefore not included in the list. Click here to download a pdf of the updated list; an updated description of the list, including definitions, is here.
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