Below is a list of current products ready to purchase and instantly receive. We are adding more every week to this digital shopping cart.
Don’t see your service organization below? AuditMiner can process SOC 1s from any service organization, and even if not related to employee benefit plan audits. Send us an email to soc1@auditminer.com to REQUEST a SOC 1 toolkit not seen below. We will connect with you as soon as possible.
Provider | Service(s) Covered | Start Date - End Date | Price $250 each |
|---|---|---|---|
1st Source Bank
|
Trust Department Portfolio Management Services
|
1/1/21
12/31/21
|
|
ADP, Inc.
|
Autopay Payroll Services System
|
4/1/20
3/31/21
|
|
ADP, Inc.
|
Autopay Payroll Services System
|
4/1/21
3/31/22
|
|
ADP, Inc.
|
Autopay Payroll Services System
|
9/1/20
9/30/21
|
|
ADP, Inc.
|
Carrier Enrollment Services (CES) System
|
10/1/20
9/30/21
|
|
ADP, Inc.
|
Global Enterprise Technology & Solutions (GETS) US Organization IT Services System
|
10/1/20
9/30/21
|
|
ADP, Inc.
|
Payroll Tax Services System
|
10/1/20
9/30/21
|
|
ADP, Inc.
|
Retirement Services (RS) 401(k)/Qualified Plan and Participant Recordkeeping Operations Services System
|
1/1/21
12/31/21
|
|
ADP, Inc.
|
Small Business Services (SBS) RUN Powered by ADP Services System
|
10/1/20
9/30/21
|
|
ADP, Inc.
|
TotalPay Services
|
4/1/21
3/31/22
|
|
ADP, Inc.
|
Vantage HCM Services System
|
10/1/20
9/30/21
|
|
ADP, Inc.
|
Wages Services System
|
10/1/20
9/30/21
|
|
ADP, Inc.
|
Workforce Now Services System
|
10/1/20
9/30/21
|
|
Aetna Life Insurance Company
|
PPO, HMO, Indemnity Health and Dental SFO
|
10/1/20
9/30/21
|
|
AGH
|
Daily Account Recordkeeping System
|
7/1/20
6/30/21
|
|
AIG Retirement Services, Inc.
|
Defined Contribution Plan Administration System
|
10/1/20
9/30/21
|
|
Alerus Retirement and Benefits
|
Retirement Plan Services System, Payroll Processing System, and Related General Computer Controls System
|
1/1/21
12/31/21
|
|
Alliance Pension Consultants, LLC
|
Qualified Daily Valuation DC Retirement Plan Admin System
|
1/1/21
12/31/21
|
|
AllianceBernstein LP
|
Institutional Investment Advisor Operations System
|
10/1/20
9/30/21
|
|
Altera Payroll and Insurance
|
Payroll and Payroll Tax Processing Services System
|
10/1/20
9/30/21
|
|
Amalgamated Bank
|
Investment Management Division System
|
1/1/21
12/31/21
|
|
American Funds Service Company
|
Transfer Agency Services
|
7/1/20
6/30/21
|
|
American United Life Insurance Company
|
Retirement Plan Processing System
|
10/1/20
9/30/21
|
|
Ameritas Life Insurance Corp.
|
Ameritas Life Insurance Corp. of New York Retirement Plans Division
|
1/1/21
12/31/21
|
|
Anthem, Inc.
|
Claims Processing NASCO NPS System
|
1/1/21
9/30/21
|
|
Aon
|
Defined Benefit Admin Services
⋅ Related ITGC
|
10/1/20
9/30/21
|
|
Aptify Corporation dba Community Brands
|
Cloud Delivery of the Aptify CRM Applications and Cloud Environment Support System
|
9/1/20
8/30/21
|
|
Ascensus Trust Company
|
Transaction Processing System
|
1/1/21
12/31/21
|
|
Ascensus, LLC
|
System for Providing Defined Contribution Recordkeeping Services
|
1/1/21
12/31/21
|
|
Asure Software Inc
|
Payroll & Tax Small Business (SMB) and Payroll & Tax Mid-Market (MM) Payroll Processing
|
11/1/20
10/31/21
|
|
Banco Popular de Puerto Rico
|
Trustee & Paying Agent
|
10/1/20
9/30/21
|
|
Bank of America, N.A.
|
Institutional Trust & Custody Services PACE System
|
10/1/20
9/30/21
|
|
Bankers Trust Company
|
Wealth Management and Trust Services System
|
10/1/21
9/30/21
|
|
Beneco Systems, LLC
|
Retirement Plan Admininstration System
|
1/1/21
12/31/21
|
|
Benefit Consultants Group, Inc.
|
Retirement Plan Administration Services System
|
1/1/21
12/31/21
|
|
Benefit Plan Administrative Services, Inc.
|
Plan Administration and Recordkeeping Service
|
11/1/20
10/31/21
|
|
BeneSys, Inc.
|
Benefit Admin. System
|
6/1/20
5/31/21
|
|
Betterment for Business
|
Defined Contribution Plan Recordkeeping System
|
10/1/20
9/30/21
|
|
Bluestar Retirement Services, Inc.
|
Recordkeeping Services System
|
1/1/21
12/31/21
|
|
BMO Harris Bank, N.A.
|
Institutional Trust Services System
|
10/1/20
9/30/21
|
|
BNY Mellon
|
Asset Servicing Custody and Securities Lending System
|
1/1/21
12/31/21
|
|
bswift, LLC
|
HR Benefits Admin Services
|
7/1/20
6/30/21
|
|
Capital Bank and Trust Company
|
American Funds Directed Trustee Services
|
7/1/20
6/30/21
|
|
Capital Bank and Trust Company
|
Directed Trustee Services
|
7/1/20
6/30/21
|
|
Capital Group Retirement Plan Services
|
Retirement Plan Recordkeeping Services
|
7/1/20
6/30/21
|
|
Caremark Rx, LLC
|
Pharmacy Benefit Management System
|
10/1/20
9/30/21
|
|
CBIZ Benefits & Insurance Services, Inc.
|
Administrative Oursourcing System
|
10/1/20
9/30/21
|
|
CBIZ Benefits & Insurance Services, Inc.
|
Payroll Processing System
|
10/1/21
9/30/21
|
|
Ceridian HCM, Inc.
|
Dayforce Human Capital Management System
|
10/1/20
9/30/21
|
|
Ceridian HCM, Inc.
|
Managed Payroll Services
|
10/1/20
9/30/21
|
|
Charles Schwab & Co., Inc.
|
Information Technology Organization
|
5/1/20
4/30/21
|
|
Charles Schwab & Co., Inc.
|
Information Technology Organization
|
11/1/20
10/31/21
|
|
Charles Schwab & Co., Inc.
|
Schwab Advisor Services and Schwab Personal Choice Retirement Account Services
|
10/1/20
9/30/21
|
|
Charles Schwab Corporation
|
Retirement Plan Servcies Inc.
|
1/1/21
12/31/21
|
|
Cigna Healthcare
|
Administrative Services Only and Minimum Premium Plans Claims Administration
|
10/1/20
9/30/21
|
|
CoAdvantage Corporation
|
Human Resources Solutions System
|
10/1/20
9/30/21
|
|
Cognizant Technology Solutions India Private Limited
|
Service Organization System
|
10/1/20
9/30/21
|
|
Complete Payroll Processing, Inc.
|
Payroll Processing, Tax Reporting and Disbursement Services System
|
1/1/21
12/31/21
|
|
Connecticut On-Line Computer Center, Inc.
|
INSIGHT Core Processing, Oracle Financials, TeleConnect Voice Response Unit (VRU), Item Processing, iBanking, and LoanVantage Systems
|
10/1/20
9/30/21
|
|
Cuna Mutual Group
|
Plan Administration Recordkeeping Services
|
1/1/21
12/31/21
|
|
Cuna Mutual Group
|
Retirement Plan Services Operations
|
1/1/21
12/31/21
|
|
Cyxtera Data Centers, Inc.
|
Colocation Services System
|
7/1/20
6/30/21
|
|
Deletek
|
Government Contractor (GovCon) Systems
|
5/1/21
4/30/22
|
|
Deletek
|
Government Contractor (GovCon) Systems - SOC 2
|
5/1/12
4/30/22
|
|
Delta Dental of California
|
Claims Processing System
|
1/1/21
12/31/21
|
|
Delta Dental of California
|
Claims Processing System
|
7/1/20
6/30/21
|
|
Delta Dental of Michigan
|
Roosevelt Claims Processing System for Delta Dental of Minnesota
|
10/1/20
9/30/21
|
|
Delta Dental of Minnesota
|
Membership and Underwriting System and Related IT General Controls
|
10/1/20
9/30/21
|
|
Digital Retirement Solutions
|
Administration of Qualified and Non-Qualified Defined Contribution Plan System
|
1/1/21
12/31/21
|
|
Dominion Payroll Service
|
Payroll, Tax Filing, and Tax Payment System
|
10/1/20
9/30/21
|
|
DST Retirement Solutions, LLC
|
DC Recordkeeping System
|
4/1/21
3/31/22
|
|
DST Retirement Solutions, LLC
|
Defined Contribution Plan Recordkeeping System
|
4/1/20
3/31/21
|
|
DST Retirement Solutions, LLC
|
Defined Contribution Plan Recordkeeping System
|
10/1/20
9/30/21
|
|
DST Systems, Inc.
|
Information Technology General Control System
|
10/1/20
9/30/21
|
|
DST Systems, Inc.
|
Remote Transfer Agent and Defined Contribution Participant Recordkeeping System
|
10/1/20
9/30/21
|
|
DXC Technology Services LLC
|
Business Process and Supporting General Computer Controls
|
10/1/20
9/30/21
|
|
EdgeCo Holdings
|
General Information Technology Controls
|
10/1/20
9/30/21
|
|
EdgeCo Holdings
|
Recordkeeping System for Qualified Benefit Plans
|
10/1/20
9/30/21
|
|
Ekon Benefits
|
On-Line Daily Valuation, Multi-Fund Trading Arm
|
10/1/20
9/30/21
|
|
Employee Fiduciary, LLC
|
Benefits Administration and Recordkeeping System
|
1/1/21
12/31/21
|
|
Empower Retirement, LLC
|
DC Recordkeeping System (TRAC)
|
1/1/21
9/30/21
|
|
Empower Retirement, LLC
|
Defined Contribution Plan Recordkeeping Services
|
10/1/20
9/30/21
|
|
Empower Retirement, LLC (Empower Institutional)
|
Defined Contribution Plan Recordkeeping Services
|
10/1/20
9/30/21
|
|
Empower Retirement, LLC (Empower Institutional)
|
Defined Contribution Recordkeeping System - SOC 2
|
10/1/20
9/30/21
|
|
Empower Retirement, LLC (Empower Institutional)
|
Recordkeeping System and Controls
|
10/1/20
9/30/21
|
|
Empower Retirement, LLC (Great West)
|
Defined Contribution Plan Recordkeeping Services
|
10/1/20
9/30/21
|
|
Empower Retirement, LLC (Mass Mutual)
|
Defined Benefit and Defined Contribution Recordkeeping Operations System
|
10/1/20
9/30/21
|
|
Envision Financial Systems, Inc.
|
Software Development and Support Services System
|
11/1/20
10/31/21
|
|
EPIC Retirement Plan Services
|
Daily and Periodic Valuation Recordkeeping System
|
1/1/21
12/31/21
|
|
Equitable Financial Life Insurance Company
|
EQUI-VEST Corporate Trusteed, EDC, and TSA System
|
4/1/20
3/31/21
|
|
Evernorth Health, Inc.
|
Claims Processing System
|
5/1/21
4/30/22
|
|
Evernorth Health, Inc.
|
Pharmacy Claims Processing System
|
11/1/20
10/31/21
|
|
Evernorth Health, Inc.
|
Rebates Share Processing System
|
5/1/21
4/30/22
|
|
Excellus Health Plan, Inc.
|
Claims Processing and Underlying Systems
|
10/1/20
9/30/21
|
|
FHN Financial, Inc.
|
PASPort Portfolio Accounting System
|
11/1/20
10/31/21
|
|
Fidelity Information Services, LLC
|
Omni System, System and Controls
|
1/1/21
9/30/21
|
|
Fidelity Information Services, LLC
|
TrustDesk
|
1/1/21
9/30/21
|
|
Fidelity Technology Group, LLC
|
Data Center and Related Infrastructure System
|
11/1/20
10/31/21
|
|
Fidelity Workplace Services LLC
|
Defined Contribution Recordkeeping Services System
|
11/1/20
10/31/21
|
|
Fidelity Workplace Services LLC
|
Payroll Administrative Services System
|
11/1/20
10/31/21
|
|
Fifth Third Bank, National Association
|
Retirement Plan Services and Custody Services
|
10/1/20
9/30/21
|
|
Financial Data Services, LLC
|
Fund Operations System
|
10/1/20
9/30/21
|
|
First American Bank
|
Retirement Plan Services
|
4/1/21
3/31/22
|
|
FIS, LLC
|
FIS Computer Services System
|
10/1/20
9/30/21
|
|
FIS, LLC
|
Mercury System
|
10/1/20
9/30/21
|
|
FIS, LLC
|
Reliance Trust Company System and Controls
|
10/1/20
9/30/21
|
|
FIS, LLC
|
Relius System and Controls
|
10/1/20
9/30/21
|
|
Fiserv, Inc.
|
Interest Calculation Process, Image Capture Process and General Computer Controls
|
10/1/21
9/30/21
|
|
Fiserv, Inc.
|
Global Operations Center
|
10/1/20
9/30/21
|
|
Fiserv, Inc.
|
Technology Services
|
10/1/20
9/30/21
|
|
Fringe Benefits Design of Minnesota, Inc.
|
Daily Valuation Pension Plan Administrative Services
|
11/1/20
10/31/21
|
|
Harpers Data Services, Inc.
|
Payroll Service and User Entities Payroll System
|
4/1/21
9/30/21
|
|
HR&P Solutions, Inc.
|
HR & Payroll System
|
11/1/20
10/31/21
|
|
Huntington National Bank
|
Custody Services, Corporate Trust Bond Operations and Selected Personal Trust and Investment Management Services System
|
10/1/20
9/30/21
|
|
Insperity, Inc.
|
Personnel Management System
|
10/1/20
9/30/21
|
|
INTRUST Bank, N.A. Wealth and Retirement Division
|
Trust Operations System
|
1/1/21
12/31/21
|
|
iSolved HCM, LLC
|
Cloud-Based Human Capital Management Solution System
|
9/1/20
8/31/21
|
|
iSolved HCM, LLC
|
Payroll Processing Services
|
9/1/20
8/31/21
|
|
J.P. Morgan Asset Management
|
Investment Management Services System
|
1/1/21
12/31/21
|
|
J.P. Morgan Private Bank
|
Private Banking System
|
1/1/21
12/1/21
|
|
John Hancock
|
Participant-Level Recordkeeping System
|
1/1/21
12/31/21
|
|
John Hancock
|
Retirement Plan Services System
|
11/1/20
10/31/21
|
|
JPMorgan Chase Bank, N.A.
|
Information Technology General Controls System
|
10/1/20
9/30/21
|
|
JPMorgan Securities LLC
|
Securities Operations System
|
10/1/20
9/30/21
|
|
July Business Services, Inc.
|
Benefits Administration and Recordkeeping System
|
12/1/20
11/30/21
|
|
KeyCorp
|
Fiduciary Services and Transaction Processing System
|
1/1/21
12/31/21
|
|
Kyndryl Canada Ltd.
|
Infrastructure Support Services System for the Manulife Commercial Account
|
10/1/20
9/30/21
|
|
Lincoln Financial Group
|
Variable Annuity Administration and Transaction Processing System
|
1/1/21
12/31/21
|
|
Lincoln National Life Insurance Company
|
Administration and Transaction Processing System
|
1/1/21
12/31/21
|
|
Loomis Armored US, LLC
|
Cash Management System
|
5/1/20
4/30/21
|
|
LPL Financial
|
Brokerage Operations Processes and Related General Computer Controls
|
10/1/20
9/30/21
|
|
LT Trust Company
|
Daily Valuation Retirement Plan Processing Service System
|
1/1/21
12/31/21
|
|
M&T Bank
|
Treasury Management Services System
|
10/1/20
9/30/21
|
|
Manufacturers and Traders Trust Company
|
Trust System
|
10/1/20
9/30/21
|
|
Matrix Settlement and Clearance Services, LLC
|
Unitized Funds and Portfolios
|
10/1/20
9/30/21
|
|
Matrix Trust Company
|
Custody and Mutual Fund Processing
|
10/1/20
9/30/21
|
|
Matrix Trust Company
|
Phoenix Trade and Data Processing
|
10/1/20
9/30/21
|
|
Matrix Trust Company
|
Trade Processing, Data Processing, Cash Management System
|
10/1/20
9/30/21
|
|
Mercer, Inc. Association
|
Group Retiree and Voluntary Benefit TPA Transaction Processing
|
10/1/20
9/30/21
|
|
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|
401(k) Plan Recordkeeping and Trust Services System
|
10/1/20
9/30/21
|
|
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|
Brokerage Operations for Business Clients Internal Control System
|
10/1/20
9/30/21
|
|
MG Stover & Co.
|
Fund Portfolio Management Accounting and Administration System
|
10/1/20
9/30/21
|
|
Mid Atlantic Trust Company
|
Trust & Custody Services
|
10/1/20
9/30/21
|
|
Milliman, Inc.
|
Defined Contribution Adminstration System
|
1/1/21
12/31/21
|
|
Milliman, Inc.
|
Employee Benefits Administration Defined Contribution Administration System
|
1/1/21
12/31/21
|
|
Morgan Stanley Smith Barney LLC
|
Investment Management & Custody Operations
|
1/1/21
12/31/21
|
|
MPAY Inc.
|
Human Capital Management, Payentry Financial Services and The SafeDeposit Managed Service Application Development and Processing Services System
|
7/1/20
6/30/21
|
|
MTGI
|
Infrastructure Services System
|
10/1/20
9/30/21
|
|
Mutual Funds Service Company
|
Transfer Agent Operations
|
8/1/20
7/31/21
|
|
Mutual of America Life Insurance Company
|
Retirement Plan Processing System
|
10/1/20
9/30/21
|
|
Mutual of Omaha Insurance Company
|
Retirement Services Fund Accounting and Trade Operations
|
4/1/20
3/31/21
|
|
Namely, Inc
|
Payroll Processing Services System
|
10/1/20
9/30/21
|
|
National Account Service Company, LLC (NASCO)
|
Processing System
|
10/1/20
9/30/21
|
|
National Financial Services, LLC
|
Brokerage, Mutual Fund and Prime Servcies System
|
11/1/20
10/31/21
|
|
Nationwide Financial Services, Inc.
|
Private Sector Retirement Plan Administration System
|
1/1/21
12/31/21
|
|
Nationwide Financial Services, Inc.
|
Retirement Solutions Governmental and Institutional Business
|
4/1/21
12/31/21
|
|
NCR Corporation
|
Payroll Processing System
|
10/1/20
9/30/21
|
|
Newport Group
|
Retirement Services
|
10/1/20
9/30/21
|
|
Northern Trust Corporation
|
Custody and Fund Services System
|
10/1/20
9/30/21
|
|
Northwest Plan Services, Inc.
|
Recordkeeping System
|
10/1/20
9/30/21
|
|
OneAmerica Retirement Services LLC
|
Participant Recordkeeping Services System
|
10/1/20
9/30/21
|
|
OptumRx Administrative Services LLC
|
Pharmacy Benefit Services
|
1/1/21
12/31/21
|
|
Oracle
|
Netsuite Payroll Processing User Entities Payroll Transactions
|
10/1/20
9/30/21
|
|
Park National Bank
|
Trust Operations and Retirement Plan Service
|
12/1/20
11/30/21
|
|
Paychex, Inc.
|
Information Technology Services System
|
10/1/20
9/30/21
|
|
Paychex, Inc.
|
Payroll Processing System
|
10/1/20
9/30/21
|
|
Paychex, Inc.
|
Retirement Services System
|
1/1/21
12/31/21
|
|
Payco, Inc.
|
Human Capital Management Solutions and Systems
|
10/1/18
3/31/19
|
|
Paycom Software, Inc.
|
Payroll Processing System
|
1/1/21
12/31/21
|
|
Paycom Software, Inc.
|
Payroll Processing System
|
7/1/20
6/30/21
|
|
Paycor, Inc.
|
Payroll Processing System
|
12/1/20
11/30/21
|
|
Paylocity Corporation
|
HR & Payroll System
|
9/1/20
8/31/21
|
|
PayPal, Inc.
|
Braintree Payment Processing System
|
1/1/21
12/31/21
|
|
PayPal, Inc.
|
Payment Processing System
|
1/1/21
12/31/21
|
|
Paypro Corporation
|
Payroll System
|
10/1/20
9/30/21
|
|
Payroll Network, Inc.
|
Payroll, Tax, Filing, and Tax Payment System
|
7/1/20
6/30/21
|
|
Payroll Resource Group (PRG)
|
Payroll Processing Services System
|
4/1/20
3/31/21
|
|
PCS Retirement LLC
|
Recordkeeping Services System
|
1/1/21
12/31/21
|
|
PenChecks, Inc.
|
System for Benefit Distribution and Directed Trustee Custodial Services
|
1/1/20
11/15/20
|
|
Pentegra Services
⋅ Inc.
|
Retirement Plan Administration System
|
1/1/20
10/31/21
|
|
Plan Administrators, Inc.
|
Retirement System and Related General IT Controls
|
10/1/20
9/30/21
|
|
PMA Management Corp.
|
Third-Party Administrative Services System
|
1/1/21
12/31/21
|
|
PNC Financial Services Group, Inc.
|
Custody Services System
|
10/1/20
9/30/21
|
|
PNC Financial Services Group, Inc.
|
Institutional Asset Management ((AM System)
|
10/1/20
9/30/21
|
|
PrimePay, LLC
|
Payroll Processing Services System
|
11/1/20
10/31/21
|
|
Principal Global Investors, LLC and Principal Real Estate Investors, LLC
|
Investment Management Processing System
|
10/1/20
9/30/21
|
|
Principal Life Insurance Company
|
Retirement Plan Processing Services System
|
10/1/20
9/30/21
|
|
Proliant, Inc.
|
Payroll Processing System
|
11/1/20
10/31/21
|
|
Prudential Retirement Insurance and Annuity Company
|
Defined Contribution Operations System
|
10/1/20
9/30/21
|
|
Randall & Hurley, Inc.
|
Recordkeeping Services
|
11/1/20
10/31/21
|
|
Retirement Plan Consultants LLC
|
Third-Party Administration and Recordkeeping System
|
11/1/20
10/31/21
|
|
Robert W. Baird & Co Incorporated
|
Custody Services System
|
8/1/20
7/31/21
|
|
Schwab Retirement Technologies, Inc.
|
Information Technology
|
5/1/21
4/30/22
|
|
Schwab Retirement Technologies, Inc.
|
Schwab RT Application
|
1/1/21
12/31/21
|
|
Securian Financial Group
|
Participant Recordkeeping System
|
1/1/21
12/31/21
|
|
Securian Trust Company
|
Trade Custody System
|
7/1/20
6/30/21
|
|
SEI Private Trust Company
|
Trust Services System
|
10/1/20
9/30/21
|
|
SEI Private Trust Company
|
US instance of the SEI Wealth Platform System
|
10/1/20
9/30/21
|
|
Sentinel Benefits & Financial Group
|
Health, Welfare, and Retirement Plan Services System
|
7/1/20
6/30/21
|
|
Sentry Insurance Company
|
Retirement Plan Services System
|
10/1/20
9/30/21
|
|
Slavic Integrated Administration, Inc.
|
Recordkeeping Services System
|
1/1/21
12/31/21
|
|
Spectrum Pension Consultants, Inc.
|
Defined Contribution Plan Daily Valuation Recordkeeping System
|
10/1/20
9/30/21
|
|
SS&C Technologies Holdings, Inc.
|
Private Equity and Real Assets Fund Accounting and Administration Services System
|
10/1/20
9/30/21
|
|
Standard Insurance Company
|
Retirement Plans (RP) System
|
10/1/20
9/30/21
|
|
State Street Corporation
|
Global Fund Accounting and Custody System
|
10/1/20
9/30/21
|
|
State Street Corporation
|
Information Technology General Controls System
|
10/1/20
9/30/21
|
|
State Street Corporation
|
Kansas City Insurance Services Department's Separate Account, General Account, Mortgage Loans and Corporate Cash Processing System
|
10/1/20
9/30/21
|
|
T. Rowe Price Associates, Inc.
|
Information Technology General Control System
|
10/1/20
9/30/21
|
|
T. Rowe Price Associates, Inc.
|
Transfer Agent and Defined Contribution Recordkeeping System
|
10/1/20
9/30/21
|
|
T. Rowe Price Services, Inc.
|
Defined Contribution Recordkeeping System
|
10/1/20
9/30/21
|
|
TD Ameritrade, Inc.
|
Self-Directed Brokerage Accounts Processing System
|
10/1/20
9/30/21
|
|
Teachers Insurance and Annuity Association of America (TIAA-CREF)
|
Retirement Operations System
|
10/1/20
9/30/21
|
|
The Capital Group Companies, Inc.
|
Information Technology Services
|
1/1/21
12/31/21
|
|
The Charles Schwab Trust Bank
|
Trust and Custody Services
|
1/1/21
12/31/21
|
|
The Lincoln National Life Insurance Company and Lincoln Life & Annuity Company of New York
|
Administration and Transaction Processing System for the Lincoln Director and Lincoln American Legacy Retirement Contracts
|
1/1/21
12/31/21
|
|
The Prudential Insurance Company of America
|
Global Technology Information Technology General Control System
|
10/1/20
9/30/21
|
|
The Vanguard Group, Inc.
|
Defined Contribution Recordkeeping and Trust Services System
|
10/1/20
9/30/21
|
|
TIAA
|
Retirement Operations System
|
10/1/20
9/30/21
|
|
TPP Retirement Plan Specialists
|
Daily Account Recordkeeping Service System
|
7/1/20
6/30/21
|
|
Transamerica Retirement Solutions, LLC
|
Recordkeeping Processing System
|
10/1/20
9/30/21
|
|
Trust Point
|
Wealth Management and Retirement Plan Services System
|
11/1/20
10/31/21
|
|
Trustmark Health Benefits, Inc.
|
Claims Administration Services System
|
11/1/20
10/31/21
|
|
U.S. Bank National Association
|
Trust & Custody Account Transaction Processing System
|
10/1/20
9/30/21
|
|
UBS Financial Services Inc.
|
Custody and Servicing of Client Funds and Securities System
|
10/1/20
9/30/21
|
|
UKG Inc.
|
Employee Pay Services System
|
10/1/20
9/30/21
|
|
UKG Inc.
|
Payment Services Tax Filing and Wage Attachment Services System
|
10/1/20
9/30/21
|
|
UKG Inc.
|
Pro and Pro Enterprise SaaS Offerings System
|
10/1/21
3/31/22
|
|
UKG Inc.
|
Pro Managed Services System
|
10/1/20
9/30/21
|
|
UKG Inc.
|
Pro SaaS Offerings (UKG Pro and UKG Pro Enterprise)
|
10/1/20
9/30/21
|
|
UKG Inc.
|
Ready and Ready Partner Network System and Services
|
10/1/20
9/30/21
|
|
UKG Inc.
|
UKG Ready and UKG Ready Partner Network System and Services (Workforce Mangaement Solution System)
|
10/1/20
9/30/21
|
|
UMB Bank, n.a.
|
Trust and Custody Support Services
|
10/1/20
9/30/21
|
|
UMR, Incorporated
|
Claims Payment System Claim Administration Processing System
|
1/1/21
12/31/21
|
|
Unified Trust
|
Administrative Services
|
10/1/20
9/30/21
|
|
Union Bank and Trust Company
|
529 College Savings Group, Corporate Trust and Custody, and Retirement Plan Services System
|
4/1/21
3/31/22
|
|
USI Consulting Group Retirement Plan Services
|
Recordkeeping Services System
|
1/1/21
12/31/21
|
|
Versant Health, Inc.
|
Davis Vision Claims Processing and Billing
|
10/1/20
9/30/21
|
|
Vining-Sparks IBG, L.P.
|
Third-Party Bond Accounting Services System for Processing User Entities
|
10/1/20
9/30/21
|
|
Voya Retirement Insurance and Annuity Company
|
Contract and Plan Administration Services System for the EASE Omni Platform
|
10/1/20
9/30/21
|
|
Voya Services Company
|
IT General Controls System
|
10/1/20
9/30/21
|
|
Wells Fargo Bank, N.A.
|
Controls Provided by Wells Fargo Technology Group
|
10/1/20
9/30/21
|
|
Wells Fargo Bank, N.A.
|
Institutional Retirement and Trust System
|
10/1/20
9/30/21
|
|
Wells Fargo Bank, N.A.
|
Trust Services Group System
|
10/1/20
9/30/21
|
|
Wells Fargo Clearing Services
|
Clearing Broker Operations and Processing Services System
|
11/1/20
10/31/21
|
|
WEX Health, Inc.
|
Benefits Platform: CDH and Debit Card Systems
|
10/1/20
9/30/21
|
Showing 1–16 of 245 results
