Directory of Third Party Retirement Plan Administrators 2007-2008

$495 CD or Book $545 for Both CD Printed

The fourth edition of the Directory of Third Party Retirement Plan Administrators is now available. This nationwide listing of 1,485 companies that administer group retirement plans is accurate, comprehensive and loaded with the vital information you need to do business with this sector.

This edition we added 189 previously unlisted companies, and we removed 266 out-of-business or merged companies. The directory contains a total of 1,485 fresh and detailed company listings.

The 2007-2008 Edition Features Detailed Information Such As:

• Number of plans administered, with breakdown by plan type
• Number of participants served, with breakdown by plan type
• Amount of assets managed
• Percentage of assets invested in mutual funds, company stock or other investments
• Fund families used
• Asset custodian
• Recordkeeping software
• Recordkeeping outsourcing partner
• Administrative services offered inhouse, and services offered via outsourcers
• Up to three key contacts with email addresses

Total Companies Listed: 1,485
2555 contact names
94% with one or more email addresses
71% with internet websites
85% perform recordkeeping in house
66% show recordkeeping software
21% show recordkeeping outsource partner
33% show custodian of assets
44% show allocation of assets between mutual funds, stock and other investments
52% show mutual fund families used
48% show investment product types between types of mutual funds, gics, stocks, annuities or other products
68% show association memberships

Occurrence Breakdown:
1009 companies that administer Defined benefit plans
1250 companies that administer Defined contribution non 401(k)
1277 companies that administer 401(k) plans
626 companies that administer 401(k) Solo Administrators
1065 companies that administer Specialty 401(k) plans
733 companies that administer 403(b) plans
494 companies that administer 457 plans
585 companies that administer Section 125 plans
1236 companies that administer Money purchase plans
1256 companies that administer Profit sharing plans
676 companies that administer ESOP's
635 companies that administer Non-Qualified plans
516 companies that administer Executive Deferred Compensation
438 companies that administer Group annuities
740 companies that administer Self-directed brokerage accounts
276 companies that administer Union/Taft Hartley plans
113 companies that administer Sect. 529 College Savings plans

How was the information gathered?
We compiled all data using two methods. Many companies updated their information online. For those companies that did not respond online, information was updated by Judy Diamond Associates telephone research staff. All data was gathered from May through August of 2006.

What types of organizations are included?
Any organization that performs in-house administration of group retirement plans. These include, Third Party Administrators, Retirement Plan Service Providers, CPA's, Actuarial Firms, Law Offices, Banks, and Financial Service Companies with administrative back offices.

What information is included in the directory?

Check out two sample listings for details. (Note: The first sample shows all the information categories contained in the directory.) Also included: index by company name, index by state, and a new article "The Qualified Plan Industry at a Glance: Trends, Directions, and the Road Ahead" by Keith Clark of DWC Consultants.

Last edition's article, "Retirement Plan Research on the Internet" — by Rick Meigs, President at the www.401khelpcenter.com, and Dave Baker founder of www.BenefitsLink.com — is archived here.

LICENSE AGREEMENT Judy Diamond Associates Inc., a corporation of the District of Columbia, (hereinafter JDA, Inc.), is the owner of a database identified as the Directory of Third Party Retirement Plan Administrators, 2007-2008 (hereinafter "Licensed Material"), which includes proprietary and trade secret information. For the consideration recited below, JDA, Inc. hereby grants to the "Licensee" a limited, nonassignable, nontransferable and nonexclusive license to use information from the Licensed Material. Licensee has the right to use the Licensed Material and the book and/or diskette on which it is supplied and has a LIMITED right to copy the Licensed Material for use only within Licensee's organization, including the right to copy and use the Licensed Material on multiple computers. Licensee has no right to lease, sell, lend, or otherwise make available to others the Licensed Material or any medium on which it is supplied or to which it may be copied. CONSIDERATION. Licensee shall pay to JDA, Inc., a license fee in the amount of the total order as recorded on this order form. JDA, Inc. retains title to the Licensed Material and all property rights therein. All materials supplied to Licensee under this agreement, including printed matter or diskettes, remain the sole property of JDA, Inc. This license is personal to Licensee, and Licensee shall not transfer, sublicense or assign this license to another person or organization without the prior written consent of JDA, Inc., except that Licensee shall have the right to transfer this license to its parent corporation. Licensee understands and agrees that the Licensed Material constitutes proprietary information of JDA, Inc. and contains trade secret material compiled and owned by JDA, Inc. Licensee will not provide any of the Licensed Material to any person except those employees of Licensee who need access to the information to facilitate Licensee's use of the Licensed Material. Licensee warrants that it is in no way acting as agent or representative of any undisclosed principal.