Please ask more to join. Would like to get some more feedback from other Retirement Plan Consultants. For example:

What recordkeepers do you find to be easiest to work with and hardest to work with?

Posting as :
works at
You are currently posting as works at

Easiest to work with:
Voya, Empower, Principal, Hancock

Hardest:
Vanguard, Fidelity

But these are from my limited experiences.

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I like principal and Hancock. Principal has great, simple, participant portal and advisor can also view participant info exactly as they see it.

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This is a great topic and I hope more people will respond. I don’t have a ton of plans but when the opportunity arises for a new plan or existing plan I would love to have others opinions.

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Paychecks for record keeping.

Look for an Alliance Benefit Group LLC member firm near you.

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