Provider List and Reviews

True Benchmarking should include each of these flat fee-based providers whose range of services vary significantly.

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