Company lists · Data refreshed November 2026

Top 25 Retirement plan consulting services worldwide

RevenueBase identified 4,829 company matches for retirement plan consulting services worldwide as of November 2026 and tracks 65,453 professional contacts across them, including 26,819 with verified work emails. The United States is the largest market and Houston the largest hub.

This list covers company matches for retirement plan consulting services worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for retirement plan consulting services follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
4,829Companies
65,453Contacts tracked
26,819Verified emails
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The 25 largest retirement plan consulting services worldwide

Ranked by team size
Top 25 of 4,829 company matches for retirement plan consulting services worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202610001+19,302 contacts →

Exact match

“At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchRaleigh, NC, United StatesHQ recorded Nov 6, 20261,001-5,0001,889 contacts →

Exact match

“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Nov 6, 2026501-1,000928 contacts →

Exact match

“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchStockholm, SwedenHQ recorded Nov 6, 2026501-1,000685 contacts →

Exact match

“Max Matthiessen is a leading Nordic advisory company in pensions, insurance and investments.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchGlastonbury, CT, United StatesHQ recorded Nov 6, 2026501-1,000474 contacts →

Exact match

“USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchToronto, CanadaHQ recorded Nov 6, 2026201-500416 contacts →

Exact match

“At Eckler, we help organizations make confident decisions about risk and financial security.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchJohannesburg, South AfricaHQ recorded Nov 6, 2026201-500394 contacts →

Exact match

“NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchLeeds, United KingdomHQ recorded Nov 6, 2026501-1,000381 contacts →

Exact match

“First Actuarial helps trustees and employers provide the best possible pensions and employee benefits.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchPhiladelphia, PA, United StatesHQ recorded Nov 6, 2026201-500379 contacts →

Exact match

“PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchUtica, NY, United StatesHQ recorded Nov 6, 2026201-500327 contacts →

Exact match

“All your retirement, employee benefits, and institutional trust solutions-conveniently in one place.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchWhite Plains, NY, United StatesHQ recorded Nov 6, 2026201-500313 contacts →

Exact match

“Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchDe Pere, WI, United StatesHQ recorded Nov 6, 202651-200309 contacts →

Exact match

“PAi provides 401(k) retirement savings solutions to small businesses nationwide.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchHouston, TX, United StatesHQ recorded Nov 6, 20261,001-5,000300 contacts →

Exact match

“AIG Retirement Services is now Corebridge Financial.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchFranceHQ recorded Nov 6, 2026501-1,000294 contacts →

Exact match

“Natixis Interépargne, leader de l’épargne d’entreprise responsable.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261,001-5,000288 contacts →

Exact match

“Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchCary, NC, United StatesHQ recorded Nov 6, 2026201-500246 contacts →

Exact match

“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchNashville, TN, United StatesHQ recorded Nov 6, 2026501-1,000234 contacts →

Exact match

“The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchHouston, TX, United StatesHQ recorded Nov 6, 202651-200219 contacts →

Exact match

“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200218 contacts →

Exact match

“Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact match1366 Lysaker, NorwayHQ recorded Nov 6, 2026201-500215 contacts →

Exact match

“Söderberg & Partners er Nordens ledende selskap innen forsikringsrådgivning, pensjonsrådgivning og wealth management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchCarpinteria, CA, United StatesHQ recorded Nov 6, 202651-200212 contacts →

Exact match

“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchWaco, TX, United StatesHQ recorded Nov 6, 2026201-500209 contacts →

Exact match

“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchLincroft, NJ, United StatesHQ recorded Nov 6, 2026501-1,000192 contacts →

Exact match

“World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchAl Yasmin District, Saudi ArabiaHQ recorded Nov 6, 202651-200191 contacts →

Exact match

“شركة الزومان والفهد والحجاج للاستشارات المهنية”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchChicago, IL, United StatesHQ recorded Nov 6, 2026201-500188 contacts →

Exact match

“October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 4,829 retirement plan consulting services worldwide

See the full list, filter by size, metro and specialty, and access 26,819 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement plan consulting services worldwide at a glance

As of Nov 6, 2026
41.0%Verified-email coverage
13.6Average contacts per company
1-10Median size (employees)
0.7%Largest-city concentration · Houston
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
3,447
11-50
1,011
51-200
238
201-500
45
501-1,000
18
1,001-5,000
22
5,001-10,000
3
10001+
8

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage
Every country. Country and city lists for retirement plan consulting services are linked below.
What qualifies
Company records worldwide whose business descriptions match “retirement plan consulting services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 26,819 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Retirement plan consulting services by location

17 lists · largest first

Every Retirement plan consulting services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement plan consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement plan consulting services are there worldwide?

RevenueBase identified 4,829 company matches for retirement plan consulting services worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Mercer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most retirement plan consulting services?

The United States leads with 2,763 companies, followed by Canada (207) and Germany (168). Every retirement plan consulting services list by country and city is linked on this page.

Which city has the most retirement plan consulting services?

Houston leads with 36 company records, followed by Paris (34) and San Diego (34).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 26,819 professional contacts with verified work emails tracked across these 4,829 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.