Ascensus is an independent service provider of retirement and college savings plans. Ascensus specializes in recordkeeping, administrative, and program management services, supporting retirement plans and college savings accounts.

Prudent Process improves the Plan Cost and Investment Quality of 401(k) and 403(b) Retirement Plans for a low flat fee.

Vestwell offers a platform helping investment advisors evolve their businesses to suit the changing landscape of retirement investing. It provides registered investment advisors with a white-labeled platform to align with the latest rules and regulations and scale their business to provide 401(k) planning to companies and their employees. It was formerly known as Hello401 Holdings. It was founded in 2017 and is based in New York, New York.

Quintes provides retirement planning, advisory, administrative and wealth management services. The company designs, implements and manages a wide range of qualified retirement plans including 401(k), 403(b), and 457(b) plans, and defined benefit and cash balance plans. It was founded in 2015 and is based in Watsonville, California.

Plansponsor.com is an information resource and industry exchange operated by Asset International, the nation's leading authority on pension and retirement issues. The site is a purchasing engine for pension plan sponsors and a digital distribution channel for the vendors and service providers that cater to plan sponsors, such as money managers, consultants and custodians. Asset International, the parent company of Plansponsor.com is based in Greenwich, Connecticut. The company was sold to an affiliate of Austin Ventures in 2009.

Guideline is an automated investment technology to provide online retirement planning. The platform enables users to optimize retirement potential plans and investment management. The company was founded in 2015 and is based in Burlingame, California.