#1Planmark Financial Group, Inc.
Serves this area from Alpharetta, GA (5 mi)
401(k) TPAs & Recordkeepers in Roswell, GA
The top-ranked 401(k) TPAs and recordkeepers serving Roswell, GA are Planmark Financial Group, Inc., Delta Dental Insurance Company and Reliance Trust Company. We list 25 401(k) TPAs and recordkeepers serving Roswell, GA. 25 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 Roswell, GA (Fulton County). 25 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 Roswell
#2Delta Dental Insurance Company
Serves this area from Alpharetta, GA (5 mi)#3Reliance Trust Company
Serves this area from Sandy Springs, GA (7 mi)#4Admin America
Serves this area from Alpharetta, GA (8 mi)#5Aprio Wealth Management
Serves this area from Sandy Springs, GA (8 mi)#6Aprio Benefit Advisors, LLC
Serves this area from Sandy Springs, GA (9 mi)#7Futureplan
Serves this area from Sandy Springs, GA (9 mi)#8Dcs Retirement Group
Serves this area from Sandy Springs, GA (9 mi)#9Retirement Plan Administrators, LLC
Serves this area from Sandy Springs, GA (9 mi)#10Access Clinical Partners LLC
Serves this area from Sandy Springs, GA (9 mi)
15 more providers serving this area
- 3(16) Fiduciary Services Corp, Holly Springs, GA (11 mi)
- Hcc Life Insurance Company, GA
- Blue Cross Blue Shield Of Georgia, Atlanta, GA (13 mi)
- Anthem Blue Cross Blue Shield, Atlanta, GA (13 mi)
- Wellspring Wealth, LLC, Chamblee, GA (14 mi)
- Pension Financial Services, Inc., GA
- Earnest Partners, LLC, Atlanta, GA (18 mi)
- Truist Advisory Services, Inc., Atlanta, GA (19 mi)
- Bright Horizons Childrens Centers, Atlanta, GA (20 mi)
- Change Healthcare, Atlanta, GA (20 mi)
- First Party Administrators, Atlanta, GA (20 mi)
- My Benefits, LLC, Atlanta, GA (20 mi)
- Prudentrx LLC, Atlanta, GA (20 mi)
- Trias Advisors, Inc., Hapeville, GA (27 mi)
- Jenkins & Associates, GA
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Roswell?
We list 25 401(k) TPAs and recordkeepers serving Roswell, GA: 0 based there and 25 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 Roswell?
The top-ranked 401(k) TPAs and recordkeepers serving Roswell, GA are Planmark Financial Group, Inc., Delta Dental Insurance Company, Reliance Trust Company, Admin America and Aprio Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Roswell are verified against official records?
10 of the top 10 match an active official record: Planmark Financial Group, Inc. (U.S. Department of Labor), Delta Dental Insurance Company (U.S. Department of Labor), Reliance Trust Company (U.S. Department of Labor), Admin America (U.S. Department of Labor) and Aprio Wealth Management (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 .