Plan provider

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Plan Provider

In IRAs and other retirement accounts, the investment company that manages the plan. That is, a brokerage that invests an IRA on behalf of its contributor is the plan provider for that account. A plan provider may be a brokerage, insurance company, mutual fund, or any other investment company.

Plan provider.

The plan provider of a retirement savings plan, such as a 401(k), 403(b), or 457 plan, is the mutual fund company, insurance company, brokerage firm, or other financial services company that creates, sells, and manages the plan your employer selects.

References in periodicals archive ?
20, 2014 /PRNewswire/ -- UnitedHealthcare ranks highest in customer satisfaction with dental plan providers, performing particularly well in the coverage, cost, communications and customer service factors, according to the J.
Health care employers are relying more on retirement plan providers to administer their plans, a survey of nearly 200 health care plan sponsors found.
For a number of reasons, some 401(k) plan providers are turning down withdrawal requests from investors.
The Centers for Medicare and Medicaid Services recently reminded Medicare Part D plan providers of their duty to provide convenient access to network pharmacies for long-term care residents.
After some minor edits, they distribute their RFP to qualified plan and nonqualified plan providers alike, often with only a one-week turnaround deadline.
03 million, compared with 438,000 in September 2004, AHIP found, as the number of health insurance and health plan providers offering the accounts more than tripled from 29 to 99 over the same period.
In fact, rollovers in general will add additional administration costs for plan providers.
Although CalPERS is holding the line on out-of-pocket costs this year, it no longer has the leverage to force its health plan providers to keep premiums down.
Medicash is one of the largest health cash plan providers in the UK, with a turnover of pounds 22m, and has been in existence since 1871.
The survey ranks retirement plan providers in 23 categories consisting of plan sponsor and participant services.
Plan providers are choosing Ibbotson because our business model offers: -- Flexibility of program design -- the company offers education, self- serve advice and discretionary managed accounts.
First, it would make it possible for 401(k) plan providers that manage plan assets to also provide investment advice to plan participants, so long as they satisfy a series of disclosure requirements (including fees and commissions, conflicts of interest and limitations on the scope of the advice).