#1Banner Health And Aetna Health Ins.
Based in Phoenix, AZ
401(k) TPAs & Recordkeepers in Phoenix, AZ
The top-ranked 401(k) TPAs and recordkeepers serving Phoenix, AZ are Banner Health And Aetna Health Ins., Blue Cross Blue Shield Of Arizona and Fiduciary Outsourcing, LLC DBA Pma. We list 21 401(k) TPAs and recordkeepers serving Phoenix, AZ. 21 of the providers shown match an active record from U.S. Department of Labor, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
401(k) TPAs & Recordkeepers serving Phoenix, AZ (Maricopa County). 21 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked 401(k) TPAs and recordkeepers for Phoenix
#2Blue Cross Blue Shield Of Arizona
Based in Phoenix, AZ#3Fiduciary Outsourcing, LLC DBA Pma
Based in Phoenix, AZ#4Mgks
Based in Phoenix, AZ#5Southwest Service Administrators
Based in Phoenix, AZ#6Valenz Health
Based in Phoenix, AZ#7Norton James Retirement Services
Serves this area from Glendale, AZ (6 mi)#8Delta Dental Of Arizona
Serves this area from Glendale, AZ (7 mi)· Website#9Gen Digital Inc
Serves this area from Tempe, AZ (13 mi)#10Alliance Insurance Group, LLC
Serves this area from Scottsdale, AZ (13 mi)
11 more providers serving this area
- Sunwest Pensions, Tempe, AZ (13 mi)
- Green Light Cost Management LLC, Scottsdale, AZ (17 mi)
- Sunburst Pension Services, Mesa, AZ (20 mi)
- Financialfocus Retirement Plan S, Chandler, AZ (25 mi)
- Financialfocus Retirement Plan Serv, Chandler, CO (25 mi)
- Raymond, Reeves & Stout LLP, Mesa, AZ (25 mi)
- Fiduciary Wise, LLC, Gilbert, AZ (28 mi)
- Pinnacle Plan Design, LLC, Catalina Foothills, AZ (111 mi)
- Pinnacle Plan Design, LLC, Catalina Foothills, AZ (111 mi)
- Fortress Financial Solutions, LLC, Catalina Foothills, AZ (111 mi)
- Ach Retirement Plan Consultants, In, Catalina Foothills, AZ (112 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Phoenix?
We list 21 401(k) TPAs and recordkeepers serving Phoenix, AZ: 6 based there and 15 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Phoenix?
The top-ranked 401(k) TPAs and recordkeepers serving Phoenix, AZ are Banner Health And Aetna Health Ins., Blue Cross Blue Shield Of Arizona, Fiduciary Outsourcing, LLC DBA Pma, Mgks and Southwest Service Administrators. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Phoenix are verified against official records?
10 of the top 10 match an active official record: Banner Health And Aetna Health Ins. (U.S. Department of Labor), Blue Cross Blue Shield Of Arizona (U.S. Department of Labor), Fiduciary Outsourcing, LLC DBA Pma (U.S. Department of Labor), Mgks (U.S. Department of Labor) and Southwest Service Administrators (U.S. Department of Labor), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What does a 401(k) TPA do?
A third-party administrator handles plan compliance: nondiscrimination testing, Form 5500 preparation, contribution limits and plan documents. Recordkeepers track participant accounts; some firms do both.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .