Cause IQ vendor profile

United Retirement Plan Consultants


United Retirement Plan Consultants is a firm that provides actuarial services, insurance agent or broker, third party administration, administrative support, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California, Georgia, Massachusetts, New York, Virginia, and Wyoming (although they are present in other states as well).

Most United Retirement Plan Consultants clients are health and disease research fundraising organizations, residential intellectual and developmental disability facilities, child and youth services, services for the elderly and people with disabilities, and social advocacy organizations with revenues ranging from $11 million to $23 million.

Primary location:
Dublin, OH
All locations:
PA, WA, OH, RI
Identified clients:
6
Avg client size:
$67 mil revenue
Median client size:
$13 mil revenue

United Retirement Plan Consultants client list

 NameTypeLocation
1United Cerebral Palsy of Georgia (UCP)501(c)(3)Atlanta, GA
2Americans for Prosperity Foundation (AFP)501(c)(3)Arlington, VA
3Children's Friend and Family Services501(c)(3)Salem, MA
4Capc501(c)(3)Whittier, CA
5The Skin Cancer Foundation501(c)(3)New York, NY
6Peak Wellness Center501(c)(3)Cheyenne, WY

United Retirement Plan Consultants competitors

Competitors to United Retirement Plan Consultants in the nonprofit sector include Benesys Inc., The Retirement Advantage, Inc, Definiti, LLC, The Angell Pension Group, Inc., Minnesota Life Insurance Company, CBIZ Retirement Plan Services, Benesys Inc, Southern Benefit Administrators Inc, Matrix Trust Company, and Sei Investments.

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