#1Blue Chip Retirement Plans, Inc.
Based in West Allis, WI
401(k) TPAs & Recordkeepers in Milwaukee County, WI
The top-ranked 401(k) TPAs and recordkeepers serving Milwaukee County, WI are Blue Chip Retirement Plans, Inc., National General Insurance Company and Optumrx/catamaran/restat LLC. We list 12 401(k) TPAs and recordkeepers serving Milwaukee County, WI. 12 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 Milwaukee County, WI. 12 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 Milwaukee County
#2National General Insurance Company
Based in Milwaukee, WI#3Optumrx/catamaran/restat LLC
Based in Milwaukee, WI#4Robert W Baird Co Incorporated
Based in Milwaukee, WI#5Teamsters Local 344
Based in West Allis, WI#6Zizzlhealth
Based in Milwaukee, WI#7Retirement Plan Alliance
Serves this area from Racine, WI (11 mi)#8Milliman
Serves this area from Brookfield, WI (15 mi)#9Denali Wealth Management
Serves this area from Mequon, WI (21 mi)#10The Retirement Advantage, Inc.
Serves this area from Port Washington, WI (33 mi)
2 more providers serving this area
- Deboer Baumann & Co Plc, Grand Haven, MI (83 mi)
- Macatawa Bank, Holland, MI (90 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Milwaukee County?
We list 12 401(k) TPAs and recordkeepers serving Milwaukee County, WI: 6 based there and 6 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 Milwaukee County?
The top-ranked 401(k) TPAs and recordkeepers serving Milwaukee County, WI are Blue Chip Retirement Plans, Inc., National General Insurance Company, Optumrx/catamaran/restat LLC, Robert W Baird Co Incorporated and Teamsters Local 344. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Milwaukee County are verified against official records?
10 of the top 10 match an active official record: Blue Chip Retirement Plans, Inc. (U.S. Department of Labor), National General Insurance Company (U.S. Department of Labor), Optumrx/catamaran/restat LLC (U.S. Department of Labor), Robert W Baird Co Incorporated (U.S. Department of Labor) and Teamsters Local 344 (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 .
Cities in Milwaukee County
Communities served
South Milwaukee, Cudahy, Whitefish Bay, Greendale, Glendale, Shorewood, Brown Deer, St. Francis, Hales Corners, Fox Point, Bayside, West Milwaukee, River Hills