PLANSPONSOR - October 2017 - 37

Mutual of America
Nationwide
Omni Financial Group, Inc.
OneAmerica
PlanMember Financial Corporation
Principal
Prudential Financial, Inc.
TIAA
Transamerica
T. Rowe Price
USI Consulting Group
VALIC
Voya Financial
$6,685
5,155
257,075
138
1,023
10
461
759
2,902
160,331
84,443
9,377
2,924
39%
61%
3
3
3
N
3
3
$127
101
2,600
NR
NR
NR
$71,546
7,351
1,426,415
6,566
681
104
$2,736
1,032
90,760
NR
NR
NR
NR
NR
NR
NR
44,103
30,159
4,490
12,008
NR
NR
NR
2,214
327,601
101
2,153
30
3
3
25
NR
NR
NR
NR
NR
0%
100%
NR
3
3
3
NR
3
NR
731
157,755
NR
NR
NR
$2,623
948
58,889
877
59
12
$194
358
10,878
358
$6,419
5,365
189,256
58
NR
NR
NR
NR
NR
NR
73,312
58,982
11,360
14,319
31,283
NR
NR
3
3
N
3
3
3
S
3
3
3
N
3
3
$719
260
18,512
227
32
1
3
3
S
3
$21,316
108
283,501
69
20
19
$2,603
2,993
30,852
199
2,771
74
79
33
36
NR
NR
NR
NR
NR
1%
99%
$13,840
1,773
425,733
163
NR+
NR+
NR+
374
431
968
99,663
110,696
41,124
57,693
116,557
89%
11%
$13,965
1,185
241,154
NR
378
105
214
70
357
61
11,547
21,441
19,939
24,027
$382,430
20,401
4,565,157
19
5,168
4,011
3,000
461
1,129
6,632
500,673
824,149
367,462
860,247
164,200 2,012,626
19%
81%
74%
26%
3
3
3
N
3
3
$7,825
2,179
121,025
1,998
151
30
$992
108
48,307
80
24
4
$8,813
20
94,951
7
5
8
$51,948
895
1,160,145
12
64
238
38
80
402
73
19,878
84,800
73,603
245,926
735,938
NR
NR
3
3
S
3
3
N
3
3
A
3
$19
16
518
14
2
3 = Yes; A = Always; S = Sometimes; N = Never; NR = not reported; NA = Not applicable (provider does not currently manage or administer plans in this market);
+ = Plan counts included in other categories.
$2,765
61
45,889
5
7
7
20
6
10
11
1,611
2,121
3,240
8,029
30,888
NR
NR
$471
524
15,069
459
128
133
41
46
125
51
4,714
3,919
6,436
11%
89%
$51,120
18,249
1,307,175
19
9,282
1,446
526
1,262
2,825
2,908
348,487
317,083
132,622
274,331
234,652
12%
88%
3
3
3
S
3
3
$4,327
2,005
$43,143
20,038
894,301
NR
14,280
1,306
NR+
NR+
4,407
45
302,237
210,797
79,491
145,428
156,348
8%
92%
3
3
S
3
$46,697
3,390
123,558 1,266,292
1,867
130
8
2,996
310
84

PLANSPONSOR - October 2017

Table of Contents for the Digital Edition of PLANSPONSOR - October 2017

Moving Money
403(b) / 457 Buyer's Guide
Best Practices for the IPS
The Middle Ground
Questions, Answered
Navigating RMDs
PLANSPONSOR - October 2017 - Cover1
PLANSPONSOR - October 2017 - Cover2
PLANSPONSOR - October 2017 - 1
PLANSPONSOR - October 2017 - 2
PLANSPONSOR - October 2017 - 3
PLANSPONSOR - October 2017 - 4
PLANSPONSOR - October 2017 - 5
PLANSPONSOR - October 2017 - 6
PLANSPONSOR - October 2017 - 7
PLANSPONSOR - October 2017 - 8
PLANSPONSOR - October 2017 - 9
PLANSPONSOR - October 2017 - 10
PLANSPONSOR - October 2017 - 11
PLANSPONSOR - October 2017 - 12
PLANSPONSOR - October 2017 - 13
PLANSPONSOR - October 2017 - 14
PLANSPONSOR - October 2017 - 15
PLANSPONSOR - October 2017 - 16
PLANSPONSOR - October 2017 - 17
PLANSPONSOR - October 2017 - 18
PLANSPONSOR - October 2017 - 19
PLANSPONSOR - October 2017 - 20
PLANSPONSOR - October 2017 - 21
PLANSPONSOR - October 2017 - Moving Money
PLANSPONSOR - October 2017 - 23
PLANSPONSOR - October 2017 - 24
PLANSPONSOR - October 2017 - 25
PLANSPONSOR - October 2017 - 26
PLANSPONSOR - October 2017 - 27
PLANSPONSOR - October 2017 - 28
PLANSPONSOR - October 2017 - 29
PLANSPONSOR - October 2017 - 403(b) / 457 Buyer's Guide
PLANSPONSOR - October 2017 - 31
PLANSPONSOR - October 2017 - 32
PLANSPONSOR - October 2017 - 33
PLANSPONSOR - October 2017 - 34
PLANSPONSOR - October 2017 - 35
PLANSPONSOR - October 2017 - 36
PLANSPONSOR - October 2017 - 37
PLANSPONSOR - October 2017 - Best Practices for the IPS
PLANSPONSOR - October 2017 - 39
PLANSPONSOR - October 2017 - The Middle Ground
PLANSPONSOR - October 2017 - 41
PLANSPONSOR - October 2017 - Questions, Answered
PLANSPONSOR - October 2017 - 43
PLANSPONSOR - October 2017 - Navigating RMDs
PLANSPONSOR - October 2017 - 45
PLANSPONSOR - October 2017 - 46
PLANSPONSOR - October 2017 - 47
PLANSPONSOR - October 2017 - 48
PLANSPONSOR - October 2017 - Cover3
PLANSPONSOR - October 2017 - Cover4
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