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.

2009-2010
Retirement Research, Inc. (RRI)
403(b) Vendor Profiles
13 Featured Profiles/25 Products

Diversified Investment Advisors

  Core 403(b)

 

Lincoln

  Lincoln Alliance
  SmartFuture

 

Prudential

  Prudential 403(b)

Fidelity Advisor

  Advisor 403(b)

  Direct 403(b)

 

MassMutual

  Full Service 403(b)

  Registered TPA

 

TIAA-CREF

  Open Plan Solutions

Great-West

  Custom 403(b)

 

MetLife

  MetLife Financial Freedom Select

  Mutual Fund Select Program

 

VALIC

  Portfolio Director

  Profile Retirement Program

  Mutual Fund 403(b)

The Hartford

  PremierSolutions

  PremierEnterprise

 

OneAmerica

  Foundation

  Dimensions Flex

  OneAlliance TPA

   

ING

  Voluntary Tax Deferred Annuity

  MAP Plus NP

  Retirement Master
  Retirement Choice

 

Principal

  Principal Advantage