Highly specialized recordkeeping services for 401(k) and other retirement plans.

A commitment to service

Our team’s average experience is fifteen years, which means that an industry expert will be your account’s dedicated point of contact.

Communication & education

We help participants get the most out of their plans and ease your administration burden with simple web-based tools and regular updates.

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Cost effective solutions

With a simple, pure fee structure and 100% revenue sharing passed through, we deliver unbeatable rates on tailor-made plans.

A partner to financial professionals—not a competitor.

RiversEdge is a recordkeeper, not a registered investment advisor. Our services and solutions are sold through financial professionals – we never solicit plan sponsors directly and do not compete for advisory business.

The success of financial professionals we partner with is our success.


Open Architecture Platform.

Access to thousands of mutual funds without ever being beholden to a set of approved investments.


We don’t have special interests with any funds or custodians, so you can choose investments that are right for your clients or employees.

Third Party Administrator.

We offer quality, affordable administrator services in-house or where you can use the Third Party Administrator (TPA) of your choice.

A suite of tools and resources for plan sponsors and participants

  • Daily account valuation and transaction capabilities
  • 24/7 Account access via the web and a toll-free Voice Response System (VRS)
  • Quarterly participant statements and plan sponsor reports, with options for hard-copy delivery
  • Detailed online reporting
  • Account management and modeling tools
  • Toll-free client and participant support