Platforms

Our Retirement Plan Consulting services can accommodate most platforms. As consultants, we are platform agnostic, which means we have no reason to recommend a conversion of your plan unless as a last resort. Below are the platforms we can work with:

Payroll Providers

ADP

Paychex

Fully Bundled Providers

Ascensus

CPI

Daily Access

Diversified

Findley Davies

M&I

Mercer

Merrill Lynch

Newport Group

Wilmington Trust

 

 

Insurance Company Providers

AUL/One America

Great West

Hartford

ING

John Hancock

Lincoln

Mass Mutual

Mutual of Omaha

Nationwide

NY Life

Principal

Prudential

Securian

The Standard

Transamerica

 

Mutual Fund Providers

American Funds

DWS

Fidelity

Pioneer

Putnam

Vanguard

 

 

Contact Us

5757 Monroe Street
Sylvania, OH 43560
(419) 318-5500
(855) 258-6295