#1Commonwealth Equity Services, Inc.
Based in Waltham, MA
401(k) TPAs & Recordkeepers in Waltham, MA
The top-ranked 401(k) TPAs and recordkeepers serving Waltham, MA are Commonwealth Equity Services, Inc., Sun Life Assurance Co. Of Canada and Afc Pensions, Inc.. We list 54 401(k) TPAs and recordkeepers serving Waltham, MA. 30 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 Waltham, MA (Middlesex County). 54 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 Waltham
#2Sun Life Assurance Co. Of Canada
Serves this area from Wellesley, MA (5 mi)#3Afc Pensions, Inc.
Serves this area from Needham, MA (5 mi)#4The Kenneth D. Anderson Co Inc.
Serves this area from Concord, MA (8 mi)#5Blue Cross Blue Shield Of Ma
Serves this area from Boston, MA (9 mi)#6Aegis Retirement Partners
Serves this area from Concord, MA (9 mi)#7Delta Dental Of Ma
Serves this area from Boston, MA (9 mi)#8Boston Shipping Association
Serves this area from Boston, MA (10 mi)#9Boston Shipping Association
Serves this area from Boston, MA (10 mi)#10Pension Technology Group
Serves this area from Boston, MA (10 mi)
20 more providers serving this area
- Bank Of New York Mellon Corporation, Boston, MA (10 mi)
- Blue Benefit Administrators Of Mass, Boston, MA (10 mi)
- Carelon Behavioral Health, Inc, Boston, MA (10 mi)
- Intac Actuarial Services, Boston, MA (10 mi)
- Intac Actuarial Services Inc, Boston, MA (10 mi)
- John Hancock, Boston, MA (10 mi)
- Mass Fin Services Ins Agency, Boston, MA (10 mi)
- Mayflower Financial Advisors, LLC, Boston, MA (10 mi)
- Mml Investors Services, Inc., Boston, MA (10 mi)
- Fidelity Investments, Boston, MA (10 mi)
- Union Local Number 550, Boston, MA (10 mi)
- Gradient Ai Corp., Boston, MA (10 mi)
- Fidelity Investments, Boston, MA (11 mi)
- Sentinel Benefits Group, LLC, Wakefield, MA (12 mi)
- Sentinel Benefits Group, LLC, Wakefield, MA (12 mi)
- Sentinel Benefits Group, LLC, Wakefield, MA (12 mi)
- Sentinel Securities, Inc., Wakefield, MA (12 mi)
- Smw Insurance, Boston, MA (12 mi)
- Adp, Inc., Boston, MA (12 mi)
- Adp, Inc., Boston, MA (12 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Waltham?
We list 54 401(k) TPAs and recordkeepers serving Waltham, MA: 1 based there and 53 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 Waltham?
The top-ranked 401(k) TPAs and recordkeepers serving Waltham, MA are Commonwealth Equity Services, Inc., Sun Life Assurance Co. Of Canada, Afc Pensions, Inc., The Kenneth D. Anderson Co Inc. and Blue Cross Blue Shield Of Ma. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Waltham are verified against official records?
10 of the top 10 match an active official record: Commonwealth Equity Services, Inc. (U.S. Department of Labor), Sun Life Assurance Co. Of Canada (U.S. Department of Labor), Afc Pensions, Inc. (U.S. Department of Labor), The Kenneth D. Anderson Co Inc. (U.S. Department of Labor) and Blue Cross Blue Shield Of Ma (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 .