Cause IQ vendor profile

Touchstone Retirement Group


Touchstone Retirement Group is a firm that provides administrative support, financial advisor, third party administration, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Virginia (although they are present in other states as well).

Most Touchstone Retirement Group clients are colleges, universities, and professional schools and hospitals with revenues ranging from $148 million to $222 million.

Primary location:
Amherst, NY
Clients in:
NY
Identified clients:
2
Avg client size:
$94 mil revenue
Median client size:
$63 mil revenue

Touchstone Retirement Group client list

  Name Type Location
1 Randolph-Macon College (RMC) 501(c)(3) Ashland, VA
2 The Frederick Ferris Thompson Hospital 501(c)(3) Canandaigua, NY

Touchstone Retirement Group competitors

Competitors to Touchstone Retirement Group in the nonprofit sector include Adp, Buck Global LLC, NFP Retirement Inc., Benefit Plans Admin Services, Inc., JP Morgan Chase, Towers Watson, Morningstar, Captrust, CBIZ Retirement Plan Services, and Minnesota Life Insurance Company.

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