#1Lower Hudson Valley E.a.p.
Serves this area from Jefferson Valley-Yorktown, NY (8 mi)
401(k) TPAs & Recordkeepers in Putnam County, NY
The top-ranked 401(k) TPAs and recordkeepers serving Putnam County, NY are Lower Hudson Valley E.a.p., Hess Technology Consulting, Inc. and Madison Consulting Group. We list 28 401(k) TPAs and recordkeepers serving Putnam County, NY. 28 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 Putnam County, NY. 28 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 Putnam County
#2Hess Technology Consulting, Inc.
Serves this area from Peekskill, NY (15 mi)#3Madison Consulting Group
Serves this area from Mount Kisco, NY (15 mi)#4Penserv, Inc.
Serves this area from Mount Kisco, NY (15 mi)#5Wb Advisors
Serves this area from Mount Kisco, NY (15 mi)#6J&r Services
Serves this area from New Milford, CT (18 mi)#7Preferred Pension Concepts, Inc.
Serves this area from Armonk, NY (21 mi)#8Rosemarie Mccarthy
Serves this area from Armonk, NY (21 mi)#9Winfertility, Inc.
Serves this area from Greenwich, CT (23 mi)#10Factset
Serves this area from Norwalk, CT (26 mi)
18 more providers serving this area
- Fjc & Associates,inc, Newtown, CT (26 mi)
- Goldman Sachs Asset Management, Norwalk, CT (26 mi)
- Actuarial Ideas, Inc, Viola, NY (26 mi)
- Assuredpartners Northeast, LLC, White Plains, NY (27 mi)
- Assured Partners Northeast, LLC, White Plains, NY (27 mi)
- Amalgamated Employee Benefits Admin, White Plains, NY (28 mi)
- Pentegra Services Inc, White Plains, NY (28 mi)
- Pentegra Services, Inc., White Plains, NY (28 mi)
- Pentegra Services, Inc., White Plains, NJ (28 mi)
- Pentegra Trust Company, White Plains, NY (28 mi)
- The Benefit Practice, Stamford, CT (28 mi)
- Danziger & Markhoff LLP, White Plains, NY (28 mi)
- Pentegra Services, Inc, Harrison, NY (28 mi)
- Concierge Retirement Services, Rye Brook, NY (30 mi)
- Berard & Associates, Suffern, NY (30 mi)
- Transamerica Financial Life Ins Co, Harrison, NY (31 mi)
- Transamerica Life Insurance Company, Harrison, NY (31 mi)
- Uaw Local 2179, Pelham, NY (35 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Putnam County?
We list 28 401(k) TPAs and recordkeepers serving Putnam County, NY: 0 based there and 28 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 Putnam County?
The top-ranked 401(k) TPAs and recordkeepers serving Putnam County, NY are Lower Hudson Valley E.a.p., Hess Technology Consulting, Inc., Madison Consulting Group, Penserv, Inc. and Wb Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Putnam County are verified against official records?
10 of the top 10 match an active official record: Lower Hudson Valley E.a.p. (U.S. Department of Labor), Hess Technology Consulting, Inc. (U.S. Department of Labor), Madison Consulting Group (U.S. Department of Labor), Penserv, Inc. (U.S. Department of Labor) and Wb Advisors (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 .
Communities served
Mahopac, Lake Carmel, Carmel, Putnam Lake, Brewster, Cold Spring, Brewster Hill, Peach Lake, Brewster Heights, Nelsonville