In today’s complex and highly regulated financial industry, no single business can be an expert in every facet of benefit plan administration. To deliver a premier level of service to our clients, we work with well-established companies considered by many to be the best in their respective areas. 

Alerus is a retirement plan administrative services firm, helping employers, advisors and brokers establish and manage successful retirement plan and benefit administration solutions. Alerus provides A&O with record-keeping services and a platform for 401k plan participants to review their account details.

Altruist is an AI-powered custodian and wealth platform built for independent advisors, with a mission to make financial advice more accessible, affordable, and effective. Founded in 2018 by advisor and entrepreneur Jason Wenk, the company has evolved into a self-clearing broker-dealer offering an all-in-one platform for onboarding, reporting, and portfolio management. Altruist continues to launch new tools that help advisors operate more efficiently and better serve their clients.

A premier collective investment trust (CIT) recordkeeper, American Trust offers investment solutions for qualified retirement plans. Sub-advised by institutional money managers, American Trust selects and recommends non-proprietary investment options, including mutual funds and exchange-traded funds, that are best suited for our benefit plan clients.

AssetMark, Inc. is a leading wealth management platform serving financial advisors with flexible, technology-driven solutions. Founded in 1996, the company supports more than 10,000 advisors and 300,000 investor households, with over $160 billion in platform assets as of December 31, 2025. Throughout nearly 30 years of growth, AssetMark has remained focused on delivering a strong advisor experience.

The Charles Schwab Corporation is a major American multinational financial services company that provides wealth management, securities brokerage, banking, and financial advisory services. Founded by Charles R. Schwab in 1975, the firm pioneered the discount brokerage model and has grown into one of the largest financial institutions in the world.

One of America’s leading financial services firms, John Hancock provides A&O with many important services. These include record keeping, educational materials for employee enrollment meetings, 401(k) investment choices, online access for plan sponsors, employees and individual investors to manage their accounts, and more.

PenChecks Missing Distributees, LLC assists financial institutions – including banks, insurance companies, trust companies, brokerage firms, mutual funds and select other corporations – by streamlining the administration and custodial services they provide to ERISA qualified plans.

The National Registry of Unclaimed Retirement Benefits is a nationwide, secure database listing of unclaimed retirement plan account funds. It serves as a safe, secure resource to help employers search for missing plan participants and restore their retirement funds to them when found.

PenChecks, Inc. provides outsourced benefits distribution processing for plan sponsors, retirement plan professionals and institutions. Known for their state-of-the-art technology and superior client service, PenChecks streamlines and simplifies pension plan distribution processing for A&O clients.

As a wholly owned subsidiary of PenChecks, Inc., PTCA provides cost-effective outsourcing services related to the processing of benefit payments and the administration and management of AutoRollover IRAs, traditional IRAs and taxable savings accounts.

A global provider of wealth management solutions for institutional and personal investors, SEI (NASDAQ: SEIC) manages 331 billion in assets while administering $545 billion in client assets. They provide A&O with collective trust investment products while serving as custodian of the accounts.

T. Rowe Price is an investment management firm helping investors navigate change with active investing, market insights, and long-term partnership. Since 1937, the firm has focused on identifying opportunities, delivering innovative solutions, and helping clients thrive in an evolving financial world.

A subsidiary of Alpha & Omega, WFM provides actuarial support services to defined benefit pension plans, including Taft-Hartley and Multi-Employer plans. Their services include actuarial valuations, benefit calculations, actuarial certifications and more.

Get more for your benefit plan dollars, call 800-755-5060 today!