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Partnerships
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
Schwab Advisor Services™ serves independent investment advisors includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.
Founded in 1851, Massachusetts Mutual Life Insurance Company (MassMutual) is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally.
MassMutual was ranked 76th in the Fortune 500 list (as of June 15, 2016). The company has revenues of $29.6 billion and assets under management of $675 billion (as of 2016).
MassMutual provides financial products such as life insurance, disability income insurance, long-term care insurance, retirement/401(k) plan services, and annuities. Major affiliates include Barings LLC, Haven Life Insurance Agency, and OppenheimerFunds, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.
United Retirement Plan Consultants-
URPC is the largest national consulting third-party administration (TPA) firm. The quality execution and volume of business mean they have their retirement plan administration down to a science. From basic to sophisticated, they deliver the most cost-effective and tax-efficient retirement plan solutions to over 8,000 clients. They leverage their national footprint with local expertise to deliver best-in-class retirement plan solutions.