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Directory of Individual and Small Business 401(k) Retirement Plan Providers The following firms have indicated that they can provide 401(k) plans for sole proprietorships and other qualified businesses. These firms also can help small business with retirement plan issues. This list was compiled from information provided by each vendor. The information provided has not been verified. 401khelpcenter.com, LLC does not endorse nor does it recommend any of these providers or services.
Firm Name 401(k) Advisors 401k Advisory Group 401kbrokers.com Academy Advisors Adams Advisory Services
Contacts Phone Number 757.645.3975 404.441.0064 858.454.7090 or 800.474.3826 866.545.8390 617.236.7310 800.432.4015, option 1 314.539.0836 888.268.7300 800.858.8850 x6073
Contacts Email Address cdewey@401kadvisors.com RvaughAn@cfiemail.com craig@401kbrokers.com chuck@academyadvisors.com fadams@shore.net n/a Karen.Szylowski@nmfn.com info@afgllc.biz mutualfundinquiry@sunameri ca.com
Firms Website Address www.401kadvisors.com www.401kbrokers.com n/a n/a www.adp401k.com n/a www.AFGLLC.biz www.sunamericafunds.com www.401kadvisorygroup.com
Fred Hamsayeh
Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 2 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.
American Century Investments Ascensus Asset Management Services Group Belanger and Co. Benefit Plans Plus Broad Financial Carter Investment Services Capital Street Financial Services Century Benefits Consulting
Daniel Gleich Michael L. Carter Randy K. Dahl Michele A. Jones Chuck Clark Peter F. Hibbard
cclark@clarkfinancial.com
phibbard@columbiabenefits.c om
Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 3 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.
Entrust Group, The ERISA Consultants ExpertPlan Factor Admin LLC Fidelity Investments Fifth Third Institutional Services Financial Network Flexible Benefits Program of Florida Future Benefits of America
www.theentrustgroup.com www.erisaconsultants.com www.expertplan.com www.factoradmin.com www.401k.com www.53.com www.fnic.com n/a www.fb401k.com www.GRAndersonWealth.com
Sheri Kehren William J. Millico Mark Shepler Tony Michael Gregory Anderson
Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 4 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.
Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 5 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.
thomas.mohler@mfbbank.co m mo@michelleogden.com
Milberg Consulting Millennium Trust Money Concepts Financial Planning Moran Knobel
Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 6 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.
Scott Stevens
OppenheimerFunds
www.2pathways.com www.penscotrust.com
Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 7 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.
Pension Retirement Online Pioneer Funds Principal Financial Group Principal Trust Company PSA Financial
Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 8 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.
Chip Adair Frank Schillo Melissa R. Gray n/a Tom Frost Thomas J. Granger
Seligman Advisors Sequoia Financial Smith Barney Snap401k Spectrum Pension ShareBuilder 401(k)
Carl Faiella
Jennifer Jewett Bob Weintraub Russell W. Petrin Scott Brand Pano Koumantaros
robertwe@sharebuilder.com
Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 9 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.
T. Rowe Price
Tax Sheltered Compensation, Inc. The Online 401(k) Touchstone Investments Triangle Solutions, Inc. UBS Financial Services
Uniglobal Pension
Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 10 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.
WealthHarbor Capital Group Wedbush Morgan Securities Weiss Group YHB Retirement Services
401kHelpCenter.Com, LLC is a principal provider of information, opinion, analysis, news, rules, and other 401k resources for plan sponsors, small businesses, and plan participants. For more information, visit the companys web site at www.401khelpcenter.com. If your firm offers individual 401(k) plan services and you wish to be included in this list, contact 401khelpcenter.com at info@401khelpcenter.com Copyright 2002-2012 by 401khelpcenter.com, LLC - Page 11 401khelpcenter.com, LLC does not endorse or recommend any provider, service or product listed here. Obtain professional legal and tax help when setting up your plan.