No, we can work with nearly any recordkeeper
We routinely analyze the costs and services of over a dozen leading record keepers to understand and make appropriate recommendations for our clients.
When you engage our firm, we will do a cost comparison of your current record keeper with other options to help determine if it makes the most sense to stay with your current record keeper. The number of participants (both past and present employees with account balances), and the average account size per participant determines the cost to run a plan, but some record keepers are more cost effective for larger plans.
