"Open Architecture" Recordkeeper Options

[Guest YATPA]

I haven't seen any posts on this topic in a while so wondered if anyone could give me an update on their experience.

We're looking for a non-insurance company, non-mutual fund company recordkeeper that partners with TPAs and does not restrict fund selection or require certain funds to be in the plan.

We've talked with Ceridian, BenefitStreet, and Retirement Planners & Administrators so far. Does anyone have any plans on these platforms who could give me their thoughts/comments?

What about The Newport Group, 401kASP, Daily Access or Unified Trust?

Any input would be appreciated.

[jaemmons]

Take a look at

http://www.expertplan.com

[Guest a206536]

Jill, I stand by to consult with you regarding all of these firms. Earlier this year I sent a template that you can use to compare participant recordkeeping only firms. Just call me and I will be happy to help you find the best solution for your needs! The firms you list in your email were all clients of ours in my previous position so I am in a unique position to help you.

Best,

Tom Fleck

508-346-3811

[Ron Snyder]

Good question. I have been on a similar quest, and didn't think to post here.

You omitted InvestLink and Deferral.com.

[Gadgetfreak]

http://www.rpgny.com

[Guest Eric.]

exactly what you are looking for with a well respected track record - www.wiss.com