List of The Standard Retirement Recordkeeping Customers
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United States
Since 2010, our global team of researchers has been studying The Standard Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased The Standard Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using The Standard Retirement Recordkeeping for Retirement Recordkeeping include: NFP, an Aon company, a United States based Insurance organisation with 7500 employees and revenues of $3.00 billion, Alera Group, Inc., a United States based Insurance organisation with 2000 employees and revenues of $400.0 million, Intellicents, a United States based Banking and Financial Services organisation with 79 employees and revenues of $18.0 million and many others.
Contact us if you need a completed and verified list of companies using The Standard Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The The Standard Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Alera Group, Inc. | Insurance | 2000 | $400M | United States | The Standard | The Standard Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a |
In 2024, Alera Group, Inc. added The Standard Retirement Recordkeeping as its pooled plan provider for the Alera Pooled Employer Plan. The Standard Retirement Recordkeeping is designated to act as the 3(16) fiduciary and recordkeeper for participating employer plans across the United States, supporting retirement and HR functions under the Retirement Recordkeeping category.
The implementation centers on pooled employer plan administration and core recordkeeping capabilities, including participant record maintenance, plan design configuration, and fiduciary governance workflows typical of Retirement Recordkeeping solutions. The Standard’s role is structured to provide scalable PEP administration and increased plan design flexibility for Alera clients, aligning recordkeeping operations with centralized plan administration and standardized plan documentation.
Governance was shifted by assigning 3(16) fiduciary responsibilities to The Standard, a change intended to reduce administrative and fiduciary burdens on participating employers. The arrangement announced April 2024 covers Alera client employer plans in the U.S., and the partnership emphasizes centralized PEP administration and delegated fiduciary oversight as the primary operational model.
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Intellicents | Banking and Financial Services | 79 | $18M | United States | The Standard | The Standard Retirement Recordkeeping | Retirement Recordkeeping | 2023 | n/a |
In 2023 Intellicents engaged The Standard to deploy The Standard Retirement Recordkeeping for its intelli(k) pooled employer plan PEP, outsourcing retirement recordkeeping and PEP administration for participating employers in the United States. The engagement uses the Retirement Recordkeeping application category to centralize plan record maintenance and administration across employer participants, and it explicitly targets finance and HR administration for the PEP.
The Standard Retirement Recordkeeping implementation centers on core recordkeeping and pooled employer plan administration capabilities, including participant account maintenance, contribution processing workflows, compliance and reporting orchestration, and participant communications. The deployment is positioned to incorporate integrated worksite financial planning services as a functional layer to support participant decision making and retirement outcomes.
Operational coverage is scoped to participating employers in the U.S., with Intellicents outsourcing administration to The Standard so that plan-level administration, contribution reconciliation, and participant servicing are consolidated under the vendor delivered recordkeeping platform. The implementation aligns finance and HR plan administration processes to a centralized service model to manage PEP operational consistency and regulatory reporting.
Governance and rollout details were made public in October 2023, with Intellicents delegating ongoing PEP administration and day to day recordkeeping execution to The Standard. The engagement is intended to improve participant outcomes via integrated worksite financial planning and scalable PEP administration as announced in October 2023.
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NFP, an Aon company | Insurance | 7500 | $3.0B | United States | The Standard | The Standard Retirement Recordkeeping | Retirement Recordkeeping | 2023 | n/a |
In 2023, NFP Retirement partnered with The Standard to launch the Your 401(k) Retirement Plan PEP, with The Standard serving as the pooled plan provider and ERISA 3(16) fiduciary and delivering The Standard Retirement Recordkeeping in the Retirement Recordkeeping category. The Standard Retirement Recordkeeping deployment centralizes recordkeeping and plan administration for participating employers under the PEP model across the United States, aligning administrative responsibility with the pooled plan provider.
Implemented functional capabilities focus on participant account recordkeeping, plan administration, compliance support tied to ERISA 3(16) fiduciary duties, standardized plan design templates and centralized reporting and reconciliation workflows for HR and finance teams. Configuration emphasizes centralized participant data management, transaction processing, and fiduciary record retention consistent with Retirement Recordkeeping operations.
Operational scope covers plan sponsors and their HR and finance departments across the U.S., with administration, fiduciary decisioning and recordkeeping centralized at the PEP level rather than at individual employer sites. Governance changes include consolidation of fiduciary responsibility to The Standard as ERISA 3(16) fiduciary and use of pooled governance to reduce employer-level fiduciary burden and standardize plan administration.
The PEP arrangement announced September 2023 is explicitly designed to centralize administration, reduce employer fiduciary burden and deliver scalable plan design and cost efficiencies. Outcomes described in the announcement center on administrative centralization and fiduciary consolidation rather than sponsor-specific performance metrics.
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