#1The Retirement Advantage, Inc.
Serves this area from Port Washington, WI (16 mi)
401(k) TPAs & Recordkeepers in West Bend, WI
The top-ranked 401(k) TPAs and recordkeepers serving West Bend, WI are The Retirement Advantage, Inc., Denali Wealth Management and Optumrx/catamaran/restat LLC. We list 9 401(k) TPAs and recordkeepers serving West Bend, WI. 9 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 West Bend, WI (Washington County). 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked 401(k) TPAs and recordkeepers for West Bend
#2Denali Wealth Management
Serves this area from Mequon, WI (19 mi)#3Optumrx/catamaran/restat LLC
Serves this area from Milwaukee, WI (19 mi)#4Milliman
Serves this area from Brookfield, WI (27 mi)#5Teamsters Local 344
Serves this area from West Allis, WI (29 mi)#6National General Insurance Company
Serves this area from Milwaukee, WI (29 mi)#7Blue Chip Retirement Plans, Inc.
Serves this area from West Allis, WI (29 mi)#8Robert W Baird Co Incorporated
Serves this area from Milwaukee, WI (30 mi)#9Zizzlhealth
Serves this area from Milwaukee, WI (30 mi)
Request quotes
Frequently asked questions
How many 401(k) TPAs and recordkeepers serve West Bend?
We list 9 401(k) TPAs and recordkeepers serving West Bend, WI: 0 based there and 9 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve West Bend?
The top-ranked 401(k) TPAs and recordkeepers serving West Bend, WI are The Retirement Advantage, Inc., Denali Wealth Management, Optumrx/catamaran/restat LLC, Milliman 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 West Bend are verified against official records?
9 of the top 9 match an active official record: The Retirement Advantage, Inc. (U.S. Department of Labor), Denali Wealth Management (U.S. Department of Labor), Optumrx/catamaran/restat LLC (U.S. Department of Labor), Milliman (U.S. Department of Labor) and Teamsters Local 344 (U.S. Department of Labor), and 4 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 .