#1401k Generation
Serves this area from Altamonte Springs, FL (21 mi)
401(k) TPAs & Recordkeepers in Lake County, FL
The top-ranked 401(k) TPAs and recordkeepers serving Lake County, FL are 401k Generation, Certified Benefits Corp and Pension Investors. We list 9 401(k) TPAs and recordkeepers serving Lake County, FL. 9 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 Lake County, FL. 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked 401(k) TPAs and recordkeepers for Lake County
#2Certified Benefits Corp
Serves this area from Altamonte Springs, FL (21 mi)#3Pension Investors
Serves this area from Altamonte Springs, FL (21 mi)#4Pension Investors Corporation Of Or
Serves this area from Altamonte Springs, FL (21 mi)#5Medwatch LLC
Serves this area from FL#6Osprey Contractor Consulting LLC
Serves this area from FL#7Bates & Company
Serves this area from Winter Park, FL (24 mi)#8Plansource Benefits Administration
Serves this area from Orlando, FL (25 mi)#9Alight
Serves this area from University, FL (34 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Lake County?
We list 9 401(k) TPAs and recordkeepers serving Lake County, FL: 0 based there and 9 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Lake County?
The top-ranked 401(k) TPAs and recordkeepers serving Lake County, FL are 401k Generation, Certified Benefits Corp, Pension Investors, Pension Investors Corporation Of Or and Medwatch LLC. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Lake County are verified against official records?
9 of the top 9 match an active official record: 401k Generation (U.S. Department of Labor), Certified Benefits Corp (U.S. Department of Labor), Pension Investors (U.S. Department of Labor), Pension Investors Corporation Of Or (U.S. Department of Labor) and Medwatch LLC (U.S. Department of Labor), and 4 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 .
Cities in Lake County
Communities served
Groveland, Tavares, Minneola, Mount Dora, Lady Lake, Mascotte, Fruitland Park, Mount Plymouth, Umatilla, Astatula, Silver Lake, Montverde, Astor, Howey-in-the-Hills, Yalaha, Lake Mack-Forest Hills, Lake Kathryn, Paisley, Sorrento, Pine Lakes, Ferndale, Okahumpka, Lisbon, Pittman, Altoona