Alphabetical List of Providers of 401k Plans

The following is a list of carriers and administrators that offer 401k plans. It is up to date as of Fall 2008, but we do not guarantee that it is an all-inclusive list. Please consult with your certified financial planner regarding specific features of plans that will best fit your needs. Providing this list does NOT imply endorsement, and none should be assumed. You must determine which company's plans best suit you. The data is accurate as of October 2008; my apologies for not getting this up sooner.

401kBrokers.com and 401kAdministrators.com --
www.401kBrokers.com. 800-474-3826. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: 0.25% and no extra charge for setup, loans, termination, tax returns, agency or placement fees. For COMPANY 401k plans, the charge is 0.25% plus $1000. Distributions upon request.

Advanced Benefits Consulting --
314-539-0836. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Varies with complexity of plan.

Alliance Benefit Group --
www.abgNational.com. 800-242-2356. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Quotes are per plan, and are based on average account balance. Distributions within 8 days of request.

Alliance Pension Consultants --
www.AlliancePension.com. 847-291-9440. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Quotes based on plan specs and parameters. Daily retirement distributions.

American United Life Insurance Co. --
www.OneAmerica.com. 866-313-7355. Available in all states except New York. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Varies by product. Daily retirement distributions.

Assurity Advisors Inc. --
www.AssurityAdvisors.com. 800-284-8576. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Varies. Daily retirement distributions.

Belanger and Co. Inc. --
www.BelangerandcCompany.com. 610-239-9750. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: $1850 plus an additional $10 per participant. Setup fees: $750 plus $150 per participant per year. Billed monthly.

Benefit Consultants --
www.bcionline.net. 888-968-2422 x22. Available in AL FL GA MS TN. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Vary based on assets. Distributions subject to plan designs.

BenefitStreet Inc. --
www.BenefitStreet.com. 925-328-4547. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: $450 setup, $500 conversion.

Century Benefits Consulting Inc. --
www.Benefits-shmenefits.com. 415-647-8144. Available in all states. Offers plan consolidation, and benefit statements. Annual administrative fee: Varies with plan structure.

Charles Schwab --
www.scrs.schwab.com. 877-456-0777. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Quotes on case-by-case basis.

CPI Qualified Plan Consultants Inc. --
www.cpiqpc.com 800-279-9916 x765. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Varies depending on plan selected.

Daily Access Corp. --
888-535-4322. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee:$85 loan set-up fee; $50 annual maintenance fee.

EBS Benefit Solutions, Inc. --
www.ebsbenefitsolutions.com. 585-421-4400. Available in all states. Strictly an administrator, does not offer rollovers etc. Fees depend on product plan, support or “open mutual fund architecture”.

Employee Benefit Systems Inc. --
www.ebspesnion.com. 570-223-8402. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: $1000 set-up; on-going $900 plus $30 eligible.

Entrust New Direction IRA Inc. --
www.NewDirectionIRA.com 303-546-7930. ONLY in CO HI MT WY. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Varies depending on assets. Set-up fee: $350; Annual fee $300 plus investment costs.

Expert Plan --
www.ExpertPlan.com 866-929-2525. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Set-up fee: $75-$750; Annual recordkeeping fee: $75-$750; Annual participant fee: $0-$36 depending on assets.

Future Benefits of America –
www.fb401k.com 901-843-7799. Available in all states. Set-up fee: $1200; $1000 base fee; $35 per participant with balance.

Great West Retirement Services --
www.gwrs.com 877-630-4015. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: not specified here, but it does charge fees for loan origination and annual maintenance fee for each loan.

Guardian Ins. & Annuity Co Inc. --
www.GuardianRetirement.com 866-390-7268. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: Setup: $750; $1250 conversion; other fees depend on assets.

Harbor Insurance Marketing --
www.HarborIns.com 866-424-2167. Available in all states EXCEPT NY. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies with size of plan.

ING --
www.ingretirementplans.com 888-238-6243. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies with assets, number of participants, and/or if there is a TPA involved.

Insurance Designers of Houston, Elite Mktg. Gp. --
www.EliteMktg.com 800-477-3548. Available in all states EXCEPT AK, DC AND HI. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies with size of account.

Iron Corporate Retirement Services --
888-396-4766. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies with plan size and number of participants.

Lafayette Life Insurance Co. --
765-477-7411. Available in all states EXCEPT AK AND NY. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: if one participant $250; all others $1000.

Lincoln Financial Group --
www.lfg.com 877-533-9710. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies.

MassMutual Financial Group --
www.MassMutual.com 866-444-2601. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies with plan size and complexity.

Mercer --
www.mercer.com 866-454-6477. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies by plan.

Milberg Consulting --
www.milbergconsulting.com 800-965-0988 x101. Available in all states. Offers no rollovers, but does offer plan consolidation, and benefit statements. Annual administrative fee: setup - $1750-$3,500; ongoing fee - $2,000-$5,000.

Mutual of Omaha Retirement Services --
www.GetRetirementRight.com 877-401-7253. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies with plan size.

Newport Group --
www.Newportgroup.com 800-230-3907. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies with plan participants and assets, funds, etc.

Ohio National Financial Services --
www.OhioNational.com 877-999-6637. Available in all states EXCEPT AK, HI, NY. Offers rollover plans, plan consolidation, and benefit statements. Administrative fee: setup $375; annual $675.

Online 401k --
www.TheOnline401k.com 877-775-4015. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Setup fee: from zero to $495.

Paychex Inc. --
www.Paychex.com 877-283-9520. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: starts at $95/month and $5 per participant.

Principal Financial Group --
www.principal.com 800-952-3343. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies with plan size.

Putnam Investments --
www.putnam.com 800-719-9914. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: setup starts at $250 and $500/year annual administrative fees.

Revzon Consulting Group --
www.RevzonConsulting.com 877-254-7085. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies.

Securian Financial Group Inc. --
www.SecurianRetirementCenter.com 877-876-4015. Available in all states EXCEPT NY. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies.

The Standard --
www.retirement.standard.com 877-805-1127. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: varies.

Sterling Trust --
www.Ster.lingTrustCompany.com 800-955-3434, option 5. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Administrative fee: base fee of $1250 for up to 20 participants; $1500 for 20+. Lots of features available.

Symetra Life Insurance Co. --
www.symetra.com/401k. 800-706-0700. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: None for the product. Symetra partners with Third Party Administrators to provide plan administration.

TGA, The Green Agency --
www.GreenAdvisory.com 508-224-9646. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Administrative fee: $900 bundled plan for less than 100 participants.

Transamerica Retirement Services --
www.TA-Retirement.com 888-401-5826. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: no setup fees, other plan fees vary with size.

Unified Trust Co. --
www.UnifiedTrust.com 859-296-4407 877-411-8781 Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Annual administrative fee: vary depending with services. Fees are online.

Wells Fargo Bank --
wwwWellsfargo.com/retirementsolutions 800-368-1225. Available in all states. Offers rollover plans, plan consolidation, and benefit statements. Administrative fee: setup is only $75.