BlueStar Retirement Services
BlueStar Retirement Services is a private retirement plan services firm founded in 1991, headquartered in Ponte Vedra Beach, Florida, with 101-250 employees. The firm specializes in Multiple Employer Plans (MEPs) and offers 401(k), pooled plans, and fiduciary assistance to small businesses, nonprofits, governmental entities, and PEOs.
- Company typePrivate
- Founded1991
- HeadquartersPonte Vedra Beach, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What BlueStar Retirement Services does
BlueStar Retirement Services is a private, for-profit retirement plan services firm founded in 1991 and headquartered in Ponte Vedra Beach, Florida, with 101-250 employees. Firmographic data describes the company as a specialist in Multiple Employer Plans (MEPs) and a provider of various retirement plan offerings. The company's customer base spans organizations of varying sizes and types — including small businesses, nonprofit organizations, governmental entities, and Professional Employer Organizations (PEOs) — that require competitive retirement benefits to attract and retain employees and that need administrative support for regulatory and fiduciary complexity.
The available source material characterizes the retirement plan product portfolio as encompassing 401(k) plans, pooled employer plans, and fiduciary assistance services, with customization available for different organizational types. Distribution occurs through two primary channels: a 'Find a Financial Professional' network for personalized plan sponsor consultation, and self-service online onboarding for smaller plans and direct prospects. The firm's segment strategy is horizontal, addressing plan sponsors across four distinct verticals rather than concentrating on a single customer type.
BlueStar is not publicly listed, and no revenue figures, customer logos, technology stack details, AI/ML capabilities, patents, certifications, management team information, or venture capital/private equity ownership were disclosed in the available evidence. Pricing is not publicly disclosed and operates on a contact-for-quote basis. The firm competes in the broader employer-sponsored retirement plan administration and recordkeeping market, a category in which tenure, fiduciary track record, and segment-specific regulatory expertise are primary buying criteria.
BlueStar Retirement Services firmographics
Firmographics- Name
- BlueStar Retirement Services
- Legal name
- Ameritas Mutual Holding Company
- Website
- https://bluestarretirement.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- BlueStar Retirement Services is a private retirement plan services firm founded in 1991, headquartered in Ponte Vedra Beach, Florida, with 101-250 employees. The firm specializes in Multiple Employer Plans (MEPs) and offers 401(k), pooled plans, and fiduciary assistance to small businesses, nonprofits, governmental entities, and PEOs.
- Ownership category
- akta.pro rank
BlueStar Retirement Services industry classification
Industry- Product category
- Retirement Plan Administration and Recordkeeping
- NAICS
- Professional Employer Organizations (561330)
- SIC
- Life Insurance (6311)
- akta.pro primary industry
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where BlueStar Retirement Services is headquartered
LocationHeadquarters
- HQ city
- Ponte Vedra Beach
- HQ country
- United States
- HQ region
- North America
Markets served
BlueStar Retirement Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Distribution channels2 records
Marketing channels5 records
BlueStar Retirement Services product offering
Product offeringCore offering
BlueStar Retirement Services specializes in Multiple Employer Plans (MEPs) and delivers employer-sponsored retirement plan administration and recordkeeping services. Offerings include traditional 401(k) plans, pooled employer plans, and fiduciary assistance tailored to small businesses, nonprofit organizations, governmental entities, and Professional Employer Organizations (PEOs).
Product overview
Ameritas offers a comprehensive retirement planning platform providing employer-sponsored retirement plans as a premier recordkeeper and administrator with over 60 years of experience. The product portfolio includes traditional 401(k) plans, pooled employer plans, and fiduciary assistance services, all customizable for organizations of all sizes including small businesses, nonprofits, governmental entities, and PEOs. The offering is structured as a unified platform with specialized plan types targeting different organizational segments.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Plans Employer-sponsored retirement plan solutions encompassing 401(k) plans, pooled plans, and fiduciary assistance services, customized for organizations of all sizes including small businesses, nonprofits, governmental entities, and PEOs.
- 401(k) Retirement Plans Traditional 401(k) retirement plans with employer and employee contribution options and tax-advantaged savings, designed for organizations of varied sizes and structures.
- Pooled Plans Pooled employer retirement plans that allow multiple organizations to participate under a single plan structure, with guidance on evaluating fit versus a standalone plan.
- Fiduciary Assistance Resources and guidance to help employers navigate retirement plan regulations, risks, and fiduciary responsibilities effectively.
- Small Business Retirement Plans Retirement plan solutions customized for small business organizations seeking competitive employee benefits and turnkey plan administration.
- Nonprofit Retirement Plans Retirement plan solutions designed to address the special needs and requirements of nonprofit organizations.
- Governmental Retirement Plans Retirement plan solutions for governmental entities with complex regulatory requirements.
- PEO Retirement Plans Retirement plan solutions for Professional Employer Organizations (PEOs) delivering benefits to their client companies, supporting multi-employer administration needs.
Companies that use BlueStar Retirement Services
Customer profileSegments4 records
Ideal customer profiles4 records
BlueStar Retirement Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
BlueStar Retirement Services partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
BlueStar Retirement Services competitors and assessment
Company assessmentBroad incumbents
- Fidelity Investments: Largest retirement plan recordkeeper in the U.S. serving workplace 401(k), pooled, and fiduciary plans across SMB to enterprise. Directly comparable offering across BlueStar's target customer segments but with materially greater scale, AUM, and technology investment.
- Principal Financial Group: Diversified financial services firm with a substantial retirement plan recordkeeping and administration business serving SMB and mid-market employers. Comparable recordkeeping, pooled plan, and fiduciary services with broader asset-management and insurance capabilities.
- Ameritas: Mutual-based insurer and retirement plan administrator whose retirement plans business appears as the substantive content behind the BlueStar data profile. Direct overlap in 401(k), pooled, fiduciary, and SMB/nonprofit/governmental/PEO retirement plan administration.
Direct peers
- Empower Retirement: Major U.S. defined-contribution recordkeeper serving small-business, government, and K-12 403(b) plans with pooled and multiple employer arrangements. Closely comparable to BlueStar's MEP, government, and SMB focus.
- Vanguard Retirement Plan Services: Recordkeeper and administrator for employer-sponsored defined-contribution plans, including pooled arrangements, with low-cost positioning. Directly competes for the same plan-sponsor RFPs as BlueStar in the SMB and mid-market segments.
- ADP Retirement Services: Provides 401(k) recordkeeping and administration to small and mid-sized employers, often bundled with payroll. Directly comparable to BlueStar's SMB and PEO retirement offerings and frequently wins on integrated payroll/retirement positioning.
- Paychex Retirement: Retirement plan recordkeeping arm of Paychex serving SMB employers and PEO clients. Comparable customer profile to BlueStar's SMB and PEO segments, with the additional advantage of payroll integration.
- John Hancock Retirement Plan Services: Recordkeeper for employer-sponsored defined contribution plans with broad SMB and mid-market reach and established pooled plan capabilities. Comparable product set including 401(k), pooled, and fiduciary assistance.
- Lincoln Financial Group: Provider of retirement plan recordkeeping, pooled employer plans, and fiduciary services to small and mid-sized employers. Comparable offerings, customer segmentation, and distribution through financial professionals.
- Transamerica Retirement Solutions: Workplace retirement recordkeeper offering 401(k), pooled, and multiple employer plan administration to small and mid-sized employers. Direct overlap with BlueStar's core product suite and target segments.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
BlueStar Retirement Services social profiles
Digital presenceBlueStar Retirement Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
BlueStar Retirement Services leadership team
Management profileNumber of profiles
BlueStar Retirement Services subsidiaries and ownership
Company hierarchySubsidiaries3 records
BlueStar Retirement Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BlueStar Retirement Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BlueStar Retirement Services
What does BlueStar Retirement Services do?
BlueStar Retirement Services specializes in Multiple Employer Plans (MEPs) and delivers employer-sponsored retirement plan administration and recordkeeping services. Offerings include traditional 401(k) plans, pooled employer plans, and fiduciary assistance tailored to small businesses, nonprofit organizations, governmental entities, and Professional Employer Organizations (PEOs).
Is BlueStar Retirement Services a public or private company?
BlueStar Retirement Services is a private company. It is classified as unknown and is currently operating.
When was BlueStar Retirement Services founded?
BlueStar Retirement Services was founded in 1991. It employs 101 to 250 people.
Where is BlueStar Retirement Services based?
BlueStar Retirement Services is headquartered in Ponte Vedra Beach, United States, in the North America region.
Who are BlueStar Retirement Services's main competitors?
Broad incumbents on record are Fidelity Investments, Principal Financial Group and Ameritas. Direct peers are Empower Retirement, Vanguard Retirement Plan Services, ADP Retirement Services, Paychex Retirement, John Hancock Retirement Plan Services, Lincoln Financial Group and Transamerica Retirement Solutions.
Does BlueStar Retirement Services have an API?
No public API is recorded for BlueStar Retirement Services.
What industry is BlueStar Retirement Services in?
BlueStar Retirement Services's product category is Retirement Plan Administration and Recordkeeping. Its primary akta.pro industry code is FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 561330 and its SIC code is 6311.