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List of Ameritas Retirement Recordkeeping Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Pentegra Retirement Services Banking and Financial Services 260 $32M United States Ameritas Ameritas Retirement Recordkeeping Retirement Recordkeeping 2011 n/a In 2011, Pentegra Retirement Services contracted Ameritas to provide Ameritas Retirement Recordkeeping, Category: . The engagement supported Pentegra’s Elite(k) Multiple Employer Plan and placed Ameritas Retirement Recordkeeping at the center of Pentegra’s HR and retirement process area for retirement plan administration and participant recordkeeping across the United States. Ameritas Retirement Recordkeeping was implemented to deliver core recordkeeping capabilities typical of retirement recordkeeping platforms, including participant account maintenance, contribution and transaction processing, plan level administration, participant communications and reporting for plan sponsors. Configuration focused on embedding Ameritas’ recordkeeping services into the Elite(k) MEP workflow so Pentegra could centralize participant records and standardize administration across MEP clients. Operational coverage for the Ameritas Retirement Recordkeeping deployment encompassed national support of the Elite(k) Multiple Employer Plan, and the partnership was structured to enable bundled MEP distribution through Ameritas distribution channels. Governance and rollout emphasized service integration with Pentegra’s plan administration processes, and the 2011 arrangement expanded MEP availability and scale by leveraging Ameritas’ distribution capabilities.
Southern Medical Association Non Profit 10 $2M United States Ameritas Ameritas Retirement Recordkeeping Retirement Recordkeeping 2022 n/a In 2022 Southern Medical Association implemented Ameritas Retirement Recordkeeping to provide Retirement Recordkeeping support for its SMArt Solo 401(k) program and to underpin retirement and HR processes for physician members in the United States. Ameritas Retirement Recordkeeping is documented on SMA's program page as the provider of recordkeeping services and the associated investment platform, establishing the application-to-business function relationship between Southern Medical Association, Ameritas Retirement Recordkeeping, Retirement Recordkeeping and member-facing retirement administration. The implementation centralizes administration and participant services for solo practitioners, using Ameritas Retirement Recordkeeping to host participant account administration and investment platform access, and to manage contributions, statements, and plan-level reporting consistent with retirement recordkeeping workflows. Functional coverage focuses on recordkeeping services and investment platform delivery, aligning vendor-hosted account servicing with SMA member communication and enrollment pathways. Operational scope is limited to physician members in the United States under the SMArt Solo 401(k) arrangement, with the SMA program page serving as the documented governance and member-facing reference for plan features and service ownership. The configuration embeds Ameritas Retirement Recordkeeping into SMA's retirement and HR process architecture, centralizing participant services and administration for solo practitioner plan participants.
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Buyer Intent: Companies Evaluating Ameritas Retirement Recordkeeping

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Ameritas Retirement Recordkeeping. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Ameritas Retirement Recordkeeping for Retirement Recordkeeping include:

  1. Atc Communications, a United States based Communications organization with 28 Employees

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FAQ - APPS RUN THE WORLD Ameritas Retirement Recordkeeping Coverage

Ameritas Retirement Recordkeeping is a Retirement Recordkeeping solution from Ameritas.

Companies worldwide use Ameritas Retirement Recordkeeping, from small firms to large enterprises across 21+ industries.

Organizations such as Pentegra Retirement Services and Southern Medical Association are recorded users of Ameritas Retirement Recordkeeping for Retirement Recordkeeping.

Companies using Ameritas Retirement Recordkeeping are most concentrated in Banking and Financial Services and Non Profit, with adoption spanning over 21 industries.

Companies using Ameritas Retirement Recordkeeping are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Ameritas Retirement Recordkeeping across Americas, EMEA, and APAC.

Companies using Ameritas Retirement Recordkeeping range from small businesses with 0-100 employees - 50%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of Ameritas Retirement Recordkeeping include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Ameritas Retirement Recordkeeping customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Retirement Recordkeeping.