#1Milliman
Based in Brookfield, WI
401(k) TPAs & Recordkeepers in Waukesha County, WI
The top-ranked 401(k) TPAs and recordkeepers serving Waukesha County, WI are Milliman, Teamsters Local 344 and Blue Chip Retirement Plans, Inc.. We list 10 401(k) TPAs and recordkeepers serving Waukesha County, WI. 10 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 Waukesha County, WI. 10 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 Waukesha County
#2Teamsters Local 344
Serves this area from West Allis, WI (13 mi)#3Blue Chip Retirement Plans, Inc.
Serves this area from West Allis, WI (15 mi)#4Optumrx/catamaran/restat LLC
Serves this area from Milwaukee, WI (16 mi)#5Zizzlhealth
Serves this area from Milwaukee, WI (20 mi)#6National General Insurance Company
Serves this area from Milwaukee, WI (20 mi)#7Robert W Baird Co Incorporated
Serves this area from Milwaukee, WI (20 mi)#8Denali Wealth Management
Serves this area from Mequon, WI (23 mi)#9Retirement Plan Alliance
Serves this area from Racine, WI (30 mi)#10The Retirement Advantage, Inc.
Serves this area from Port Washington, WI (34 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Waukesha County?
We list 10 401(k) TPAs and recordkeepers serving Waukesha County, WI: 1 based there and 9 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 Waukesha County?
The top-ranked 401(k) TPAs and recordkeepers serving Waukesha County, WI are Milliman, Teamsters Local 344, Blue Chip Retirement Plans, Inc., Optumrx/catamaran/restat LLC and Zizzlhealth. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Waukesha County are verified against official records?
10 of the top 10 match an active official record: Milliman (U.S. Department of Labor), Teamsters Local 344 (U.S. Department of Labor), Blue Chip Retirement Plans, Inc. (U.S. Department of Labor), Optumrx/catamaran/restat LLC (U.S. Department of Labor) and Zizzlhealth (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 Waukesha County
Communities served
Oconomowoc, Pewaukee, Sussex, Lisbon, Hartland, Waukesha, Mukwonago, Pewaukee, Vernon, Delafield, Elm Grove, Summit, Merton, Wales, Dousman, North Prairie, Eagle, Lannon, Butler, Big Bend, Nashotah, Oconomowoc Lake, Chenequa, Lac La Belle, North Lake