Running a 401(k) plan usually means working with several different service providers.

You may have a recordkeeper, third-party administrator (TPA), payroll provider, 401(k) advisor and other partners involved in your plan.

But who does what? Who should you call when something goes wrong? And how are all these providers supposed to work together?

Use these articles to understand the different companies supporting your 401(k) plan and the role each one plays.

What Does a 401(k) Recordkeeper Do?

Your recordkeeper plays a central role in the day-to-day operation of your 401(k). But what exactly are they responsible for—and what falls outside their role?

What Is a 401(k) Recordkeeper? →

What Should You Ask Before Choosing a Recordkeeper?

Technology and fees matter, but they aren’t the only things to consider when comparing recordkeepers.

Questions to Ask a Recordkeeper Before Hiring Them →

What Does a Third-Party Administrator (TPA) Do?

Your TPA may handle some of the most technical parts of your retirement plan. Understanding where the TPA’s responsibilities begin and end can also help you understand how they work with your other providers.

What Is a Third-Party Administrator (TPA)? →

What Does a 401(k) Advisor Do?

Your advisor has a different role from your recordkeeper or TPA. Understanding that distinction can help you know what support you should expect from each member of your retirement plan team.

Understanding the Role of a 401(k) Advisor →

What Is a Bundled 401(k) Plan?

Some employers work with one provider for several retirement plan services. Others use different companies for different responsibilities.

What’s the difference—and why does it matter?

What Is a Bundled 401(k) Plan? →

How Does Payroll Work With Your 401(k)?

Payroll and your 401(k) need to exchange important information, but the process isn’t always as simple as it sounds.

Payroll Integration With 401(k) Plans →

How Healthy Is Your 401(k) Plan?

Your service providers are only one part of the picture. Plan design, fees, investments, employee participation and fiduciary support matter, too.

Our 401(k) Plan Health Quiz asks 15 quick questions to help you identify areas of your plan that may deserve a closer look.

Take the 401(k) Plan Health Quiz →

Have questions about your current providers, how they’re working together or whether you’re getting the support your plan needs? Contact Rachel to schedule a consultation →