#1National General Insurance Company
Based in Milwaukee, WI
401(k) TPAs & Recordkeepers in Milwaukee, WI
The top-ranked 401(k) TPAs and recordkeepers serving Milwaukee, WI are National General Insurance Company, Optumrx/catamaran/restat LLC and Robert W Baird Co Incorporated. We list 12 401(k) TPAs and recordkeepers serving Milwaukee, 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, WI (Milwaukee County). 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
#2Optumrx/catamaran/restat LLC
Based in Milwaukee, WI#3Robert W Baird Co Incorporated
Based in Milwaukee, WI#4Zizzlhealth
Based in Milwaukee, WI#5Blue Chip Retirement Plans, Inc.
Serves this area from West Allis, WI (3 mi)#6Teamsters Local 344
Serves this area from West Allis, WI (5 mi)#7Milliman
Serves this area from Brookfield, WI (8 mi)#8Denali Wealth Management
Serves this area from Mequon, WI (11 mi)#9Retirement Plan Alliance
Serves this area from Racine, WI (22 mi)#10The Retirement Advantage, Inc.
Serves this area from Port Washington, WI (23 mi)
2 more providers serving this area
- Deboer Baumann & Co Plc, Grand Haven, MI (88 mi)
- Macatawa Bank, Holland, MI (97 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Milwaukee?
We list 12 401(k) TPAs and recordkeepers serving Milwaukee, WI: 4 based there and 8 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?
The top-ranked 401(k) TPAs and recordkeepers serving Milwaukee, WI are National General Insurance Company, Optumrx/catamaran/restat LLC, Robert W Baird Co Incorporated, Zizzlhealth and Blue Chip Retirement Plans, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Milwaukee are verified against official records?
10 of the top 10 match an active official record: 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), Zizzlhealth (U.S. Department of Labor) and Blue Chip Retirement Plans, 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 .