401(k) Vendor Profiles & Matrices
Offers a strategic analysis of leading in-depth analysis of provider products in the small and mid-sized 401(k) market including an in-depth analysis of their products, investments, commissions, pricing and distribution. We have selected a core group of approximately 21 companies/53 products to be included in each year’s program based on market activity and client interest. The 401(k) Vendor Profiles are offered as an annual subscription program that includes six month updates incorporating changes in company strategy, products and investments.
Comprehensive and detailed Vendor Profiles and Investment Listings are available on the 401(k) 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.
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 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 Retirement Research |
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ADP Full Service Small Market Direct Full Service Mid-Large Market Direct ADP ACCESS |
The Hartford Aviator EB Aviator Corporate Plan Services Recordkeeper Plus |
OneAmerica (AUL) Architect Foundation Dimensions Flex OneAlliance TPA |
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American Funds
PlanPremier
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ING MAP Select (k)Choice Framewor(k) |
OppenheimerFunds Pinnacle Record(k)eeper Pro |
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Ascensus SingleSource LinkInsight PrudentAdvisor PrudentLink |
John Hancock JH Signature |
Principal Advantage Advantage for Emerging Businesses PCRP Security Builder |
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Diversified Investment Advisors Core 401(k) |
Lincoln Director SmartFuture 401(k) |
Prudential PruSolutions Manager of Managers PruSolutions Retail Mutual Funds |
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DWS Investments $5 to $20 Million Market |
MassMutual Full Service Product Registered TPA TPA Alliance |
Putnam Small Business 401(k) Full Service 401(k) |
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Fidelity Advisor Advisor Premium Service |
Nationwide Retirement Innovator Retirement Resource Clear Advantage |
Transamerica Partner iSeries Director Series III Advisor Series II |
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Great-West Key 401(k) Premier Key 401(k) Custom Key |
New York Life 401(k) Opportunity 401(k) Complete |
Wachovia Premier Service k Wachovia 401(k) |
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