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Recordkeeper Profile
Portland, Oregon
www.standard.com/
Founded in 1906
Contact Information
Mike Cohen
720-201-7031
mike.cohen@standard.com
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The Standard
We provide retirement plans and insurance coverage to more than 6 million individuals nationwide. Our products and services make a difference to more than 30,000 employers who trust us with their group insurance and retirement plans. For more than 80 years, The Standard has designed and delivered flexible administrative and investment solutions to retirement plans. We have created and adhered to industry-leading best practices:
• True open architecture with access to over 15,000 mutual funds
• Flexibility in fee structure for you including fee for service to support the independent RIA model
• Fully bundled administration and record-keeping services OR coordinated partnership with your client’s third party administrator (TPA)
• Full fee transparency and product neutrality
• Contractual option to accept fiduciary responsibility for certain aspects of plan administration, investment advice and management – 3(21), 3(38) and 3(16)
Basic Info
Our Team
Years of experience administering retirement plans:
Number of employees dedicated to DC market:
Total employer sponsored retirement plan assets under administration:
Regarding
401k
administration:
401k Total Plans