403(b) Vendor Profiles & Matrices
Introduced in 2005 and similar to the 401(k) Vendor Profiles, this service offers an in-depth analysis of product, pricing and distribution among leading providers in the education and not-for-profit markets. The 2009-2010 offering features 13 leading providers and 25 products. The 403(b) service is offered as an annual subscription program with information updated annually.
Comprehensive and detailed Vendor Profiles and Investment Listings are available on the 403(b) private Client Site section of this website that can also be used to create Customized Comparison Matrices displaying key profile and investment information in quick reference spreadsheet format. New custom capabilities are added frequently.
What's New includes an overview of general market trends and changes in product features/services based on the most recent profile updates.
Profile and Fund List Detail includes detailed information about each profiled company including demographic and resource numbers, strategic positioning, competitive strengths/constraints and detailed product and investment information.
Prebuilt and Customizable Matrices Matrices includes reports that are either prebuilt by RRI or can be built based on user selected criteria. These matrices are organized by Company Level, Product Level and Investment Level.
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2009-2010 |
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Diversified Investment Advisors Core 403(b) |
Lincoln
Lincoln Alliance |
Prudential Prudential 403(b) |
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Fidelity Advisor Advisor 403(b) Direct 403(b) |
MassMutual Full Service 403(b) Registered TPA |
TIAA-CREF Open Plan Solutions |
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Great-West Custom 403(b) |
MetLife MetLife Financial Freedom Select Mutual Fund Select Program |
VALIC Portfolio Director Profile Retirement Program Mutual Fund 403(b) |
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The Hartford PremierSolutions PremierEnterprise |
OneAmerica Foundation Dimensions Flex OneAlliance TPA |
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ING Voluntary Tax Deferred Annuity MAP Plus NP
Retirement Master |
Principal Principal Advantage |
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