Recordkeepers
NAPAFIRMPARTNERS
2023
ADVISOR
ADVISORS’ CHOICE
ALLIES
RECORDKEEPER
NAPA TOP DC INDUSTRY WHOLESALER
2023
The Standard Portland, OR standard.com
Key Contact(s)
Total Assets Administered
Brody Geist 720.786.2703 brody.geist@standard.com
$50,575,835,958
Plans by Channel
Derek Fuller 630.338.9385 derek.fuller@standard.com
Direct: 0 Advisor: 6,420
Jack Woolnough 817.455.8811 jack.woolnough@standard.com
Net Asset Value and Group Annuity
Firm Profile
For more than 90 years, The Standard has designed, installed, administered and provided investment options for retirement plans. The Standard provides solutions for 401(k) (including PEPs), Profit Sharing, 457, 403(b), Cash Balance, Money Purchase and Defined Benefit plans. We are also a leading provider of financial products and services, including group and individual disability insurance, group life and AD&D, group dental and vision insurance, absence management, individual annuities, and fixed-rate commercial mortgage loans.
Primary Market(s) Served
Platform(s) Used
Asset Allocation Funds
Advisor Managed, Standard Managed, 3rd party funds available
Advisor Support Services
External Wholesalers Focused on Advisors: 34 External Wholesalers Focused on Institutional: 4 Internal Wholesalers Focused on Advisors: 20 Internal Wholesalers Focused on Institutional: 2 • Compliance Support • Plan Benchmarking • Target-Date Evaluation Tools • Training for DC Plan Sales/Service • Investment Committee Meetings
Participant Support Services
Micro: <$1 million Small: $1-$10 million Mid: $10-$100 million
Plans / Participants Served by Type*
401(k): Plans: 5,654 / Participants: 984,663 403(b): Plans: 287 / Participants: 94,835
• Rollover Services • Call Center Support • Facebook Page • Smartphone Access to Participant Balances • Smartphone Transaction Access for Participants
Plan Sponsor Service(s) Available
Investment fiduciary and 3(16) services, full-service administration, payroll integration with select providers, ad hoc reporting, employer portal, retirement readiness tools and more.
457: Plans: 185 / Participants: 16,712 Cash Balance: Plans: 73 / Participants: 4,736 Defined Benefit (Traditional): Plans: 116 / Participants: 21,362 Money Purchase: Plans: 66 / Participants: 35,722 NQDC: Plans: 19 / Participants: 340 Other: Plans: 20 / Participants: 534 *as of 6.30.23
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NAPABLACKBOOK2023