RESEARCH |
2013
Micro Plan Survey
As small businesses are the main employer of Americans, so
are micro plans—those holding less than $5 million in assets—the most common
retirement plan size.
Reported by PLANADVISER
Best In Class
| Sponsor Services | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Micro Market B $1 million to $5 million(26 qualifying providers) |  |  |  |  |  |  |  |  |  |  |
| American Trust & Savings Bank | ||||||||||
| Ascensus | ||||||||||
| BB&T Retirement and Institutional Services | ||||||||||
| BMO Institutional Trust Services | ||||||||||
| BOK Financial Services | ||||||||||
| Correll Co. | ||||||||||
| CPI Qualified Plan Consultants Inc. | ||||||||||
| DailyAccess Corp. | ||||||||||
| Guardian Group Pensions | ||||||||||
| ING U.S. Retirement | ||||||||||
| MassMutual Financial Group | ||||||||||
| MBM Advisors Inc. | ||||||||||
| Mutual of Omaha | ||||||||||
| The Newport Group | ||||||||||
| The OneAmerica Companies | ||||||||||
| Transamerica Retirement Services | ||||||||||