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Recordkeeper Profile
Portland, Oregon
www.standard.com/
Founded in 1906
Contact Information
RP RFP Team
standardrfp@standard.com
The Standard
Advisors and their clients choose The Standard for our long and deep commitment to recordkeeping and track record of providing outstanding service to our clients. We’re right sized to enhance relationships with a personal touch and an agile, accountable partnership.
We support plan sponsors by managing key administrative functions—including compliance testing, eligibility, required notices, and participant transactions such as loans, hardships, distributions, and QDROs—and can assume additional responsibility as an ERISA 3(16) fiduciary with contractual indemnification. Our open architecture platform emphasizes product neutrality and fee transparency, complemented by a Stable Asset Fund for conservative investment needs, as well as features like credit revenue sharing and the return of foreign tax credits. Participants benefit from robust education tools, financial wellness resources, and optional professionally managed portfolios unique to each individual.
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
401k Total Assets
401k Participants
Regarding
403b
administration:
403b Total Plans
403b Total Assets
403b Participants
Regarding
457b
administration:
457b Total Plans
457b Total Assets
457b Participants
Financial Rating:
Our Team
RP RFP Team
RP RFP Team
standardrfp@standard.com
Philanthorpy
Important Links
We Are The Standard
Built on a Foundation of Financial Strength
3(16) Shift Administrative and Fiduciary Burdens to The Standard
Pooled Employer Plans – Reduce Work and Maximize Fiduciary Protection