#1Retirement Plans, Inc.
Serves this area from Westerville, OH (2 mi)
401(k) TPAs & Recordkeepers in Westerville, OH
The top-ranked 401(k) TPAs and recordkeepers serving Westerville, OH are Retirement Plans, Inc., The Pension Design Group and The Pension Design Group. We list 30 401(k) TPAs and recordkeepers serving Westerville, OH. 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 Westerville, OH (Franklin County). 30 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 Westerville
#2The Pension Design Group
Serves this area from Worthington, OH (5 mi)#3The Pension Design Group
Serves this area from Worthington, OH (5 mi)#4The Pension Design Group
Serves this area from Worthington, OH (5 mi)#5American Health Holding
Serves this area from New Albany, OH (5 mi)#6Reb Consulting
Serves this area from Worthington, OH (6 mi)#7Wellpoint
Serves this area from Columbus, OH (7 mi)#8Everhart Financial Group, Inc
Serves this area from Dublin, OH (12 mi)#9Nationwide
Serves this area from Columbus, OH (12 mi)#10Nationwide
Serves this area from Columbus, OH (12 mi)
20 more providers serving this area
- Nationwide, Columbus, OH (12 mi)
- Nationwide, Columbus, OH (12 mi)
- Nationwide, Columbus, OH (12 mi)
- Nationwide, Columbus, OH (12 mi)
- Nationwide, Columbus, OH (12 mi)
- Nationwide, Columbus, OH (12 mi)
- Nationwide, Columbus, OH (12 mi)
- Nationwide, Columbus, OH (12 mi)
- Nationwide Financial, Columbus, OH (12 mi)
- Jhr Pensions, LLC, Upper Arlington, OH (12 mi)
- Nationwide Life Insurance Co., Columbus, OH (12 mi)
- Nationwide Life Insurance Company, Columbus, OH (12 mi)
- Proaccount, Columbus, OH (12 mi)
- Clearpath Benefit Advisors, Columbus, OH (12 mi)
- Willis Towers Watson US LLC, Grandview Heights, OH (12 mi)
- Delta Dental Of Ohio, Dublin, OH (12 mi)
- Nationwide, Columbus, OH (12 mi)
- Huntington National Bank, Columbus, OH (12 mi)
- Meeder Investment Management, Dublin, OH (13 mi)
- The Siekmann Company, OH
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Westerville?
We list 30 401(k) TPAs and recordkeepers serving Westerville, OH: 0 based there and 30 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 Westerville?
The top-ranked 401(k) TPAs and recordkeepers serving Westerville, OH are Retirement Plans, Inc., The Pension Design Group, The Pension Design Group, The Pension Design Group and American Health Holding. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Westerville are verified against official records?
10 of the top 10 match an active official record: Retirement Plans, Inc. (U.S. Department of Labor), The Pension Design Group (U.S. Department of Labor), The Pension Design Group (U.S. Department of Labor), The Pension Design Group (U.S. Department of Labor) and American Health Holding (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 .