Provider List and Reviews

True Benchmarking should include each of these flat fee-based providers whose range of services vary significantly.  Several of these providers have custodians that assess a small asset charge, Guideline has added a 0.08% asset-based fee to their flat fee pricing, and American Funds offers flat fee pricing on its PlanPremier platform.

Alliance Pension

American Funds

Ascensus

Correll

CUNA Mutual

Employee Fiduciary

Guideline

Money Intelligence

Pentegra

Ubiquity

Vanguard (Ascensus provides the record keeping, administration, and custodial services, but it can be branded as Vanguard)


Provider Video Reviews

 

Alliance Pension

American Funds

Ascensus/Vanguard

Employee Fiduciary

Guideline

John Hancock