#1Epic Retirement Plan Services
Based in Rochester, NY
401(k) TPAs & Recordkeepers in Rochester, NY
The top-ranked 401(k) TPAs and recordkeepers serving Rochester, NY are Epic Retirement Plan Services, Horizons Retirement Incorporated and Bia Consulting LLC DBA Enhanced. We list 14 401(k) TPAs and recordkeepers serving Rochester, NY. 14 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 Rochester, NY (Monroe County). 14 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 Rochester
#2Horizons Retirement Incorporated
Based in Rochester, NY#3Bia Consulting LLC DBA Enhanced
Serves this area from Rochester, NY (1 mi)#4Gmr Associates, Inc.
Serves this area from NY#5Rimkus, Marciano & Associates, Inc.
Serves this area from NY#6Burke Group
Serves this area from Brighton, NY (6 mi)#7Burke Group
Serves this area from Brighton, NY (6 mi)#8Hnp Capital LLC
Serves this area from NY· Website#9Paychex, Inc
Serves this area from NY#10Paychex, Inc.
Serves this area from NY
4 more providers serving this area
- Paychex, Inc., NY
- Pcs Retirement, Inc., NY
- Southeastern Employee Benefit Servi, NY
- Wade Sarkis, Canandaigua, NV (25 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Rochester?
We list 14 401(k) TPAs and recordkeepers serving Rochester, NY: 2 based there and 12 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 Rochester?
The top-ranked 401(k) TPAs and recordkeepers serving Rochester, NY are Epic Retirement Plan Services, Horizons Retirement Incorporated, Bia Consulting LLC DBA Enhanced, Gmr Associates, Inc. and Rimkus, Marciano & Associates, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Rochester are verified against official records?
10 of the top 10 match an active official record: Epic Retirement Plan Services (U.S. Department of Labor), Horizons Retirement Incorporated (U.S. Department of Labor), Bia Consulting LLC DBA Enhanced (U.S. Department of Labor), Gmr Associates, Inc. (U.S. Department of Labor) and Rimkus, Marciano & Associates, Inc. (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 .