MWBE 403(b) Recordkeeping and Administration Firms

[Kim DiMaria]

We are helping a client search for a 403(b) Recordkeeping and Administration Services provider and they are interested in including companies that are MWBEs in their bidding process.  Is anyone aware of any MWBE companies that provide Recordkeeping and Administration Services for 403(b) Plans.

[ERISAAPPLE]

I think Penserv is an MWBE.  I naturally cannot endorse them, but I can say my experience with them has been very good.   I also know they have the capability to handle somewhat larger plans, e.g., over 1,000 participants.   I am not affiliated with them in any way.  

[Pam Shoup]

I guess that I can toot my own horn . . . . AMI Benefit Plan Administrators, Inc. www.amibenefit.com.  70% women owned and 2/3 of the board is women.  We do work in the 403(b) arena.

[AKconsult]

Retirement Management Services, LLC.  Sole owner is a woman; 85% of employees are women :)   www.consultRMS.com  We provide documents and TPA services for 403b plans.

 

 

[Kim DiMaria]

Thank you each for the input.  I appreciate the information.