The Master's Plan
1055 Maitland Center Cmns
Maitland, Florida 32751
The Master’s Plan is a TPA—Third Party Administrator providing services to biblically responsible 403b plans for churches and other non-ERISA Christian schools and 501c3 ministries with under 100 participating employees (limited to Timothy Plan investments). There are NO ADMINISTRATIVE FEES. You only pay an annual custodial fee of $10/year which is paid to the custodian of the plan.
P.O. Box 1259
Charlotte, North Carolina 28201
TIAA - CREF is the largest provider of retirement plan services to the not-for-profit market1, offering more than 15,0002 funds and holding $569 billion3 in assets.
Providing a broad range of investment options that span the risk/reward spectrum, from separate accounts to commingled funds, they can tailor an investment solution that meets your and your clients' diverse needs.
1 LIMRA, Not-for-Profit Market Survey, second-quarter 2013 results. Based on a survey of 28 companies; TIAA-CREF assets under management by market segment estimated; segment breakdown based on 20 companies. Market share ranking does not reflect current investment performance.
2 The figure of 15,000 available funds refers to priority funds and non-proprietary funds which are only available to retirement plan participants.
3 As of December 31, 2013.
CUNA Mutual Retirement Solutions (formerly CPI Qualified Plan Consultants, Inc.)
1809 24th Street
Great Bend, KS 67530-1167
At CUNA Mutual, we help people protect, invest and plan for their future—regardless of their financial standing. Our company was founded more than 80 years ago by credit union leaders, who were looking for an insurance and investment partner they could trust. For generations, we've helped credit unions, businesses, and hardworking Americans build financial security.
1 CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualified Plan Consultants, Inc., a CUNA Mutual Group member company.
2 CUNA Mutual Fiduciary Consultants is a marketing name and service of MEMBERS Capital Advisors, Inc., the registered investment advisor affiliate of CUNA Mutual Group. MEMBERS Capital Advisors has assets under management of more than 14.4 billion, including the general account of CMFG Life Insurance Company.
900 Salem Street
Smithfield, RI 02917
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients' money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
MASSMUTUAL FINANCIAL GROUP
1295 State Street
Springfield, MA 01111-0001
MassMutual has a long history of financial strength and strong performance. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term.
911 Panorama Trail S.
Rochester, NY 14625-0397
At Paychex, we surround financial advisors with retirement plan expertise and conscientious service to support the growth of their business. We provide a stream of benefits to advisors and clients, including thousands of investment options, local plan expertise, flexible plan design, and quality recordkeeping services.
VOYA FINANCIAL (FORMERLY ING U.S.)
7337 E. Doubletree Ranch Road
Scottsdale, Arizona 85258
VOYA Investment Management provides active, research-driven investment solutions across asset classes and investment styles. With 40 years of history in asset management, 850 employees and 200 investment professionals, VOYA is a top 20 U.S. manager of Institutional tax-exempt assets.1 Holding $213 billion in assets under management with $127 billion managed for external institutions2, and $35 billion in Defined Contribution plan assets under management.3
1 Pensions & Investments Magazine,The Largest Money Managers as of December 31, 2013.
2 As of March 31, 2014, Voya IM assets of $213 billion include proprietary insurance general account assets of $86 billion calculated on a market value basis. Voya IM assets, as reported in Voya Financial, Inc. SEC filings, include general account assets valued on a statutory book value basis and total approximately $207 billion. Both totals include $7 billion in Private Equity, $7 billion in Real Estate and $6 billion in other assets including those sub-advised through the Voya family of funds and the Multi-Asset Strategies and Solutions product offerings.
3 $35 billion in DC assets excludes approximately $28 billion in assets under administration as of March 31, 2014.