457 Plan Group

What 457 Plan Group does

457 Plan Group is a privately held, for-profit financial advisory firm headquartered in Rochester, New York, founded in 1985. The firm advises New York municipal employees on 457(b) deferred compensation plans, public pensions, retirement planning, and Medicare-related coverage decisions, serving a narrowly defined niche within the public-sector employee benefits market. With a headcount in the 11-50 range, it operates as a boutique professional services practice rather than a scaled platform.

The firm's business model is consistent with traditional fee- or commission-based financial advisory services targeted at a specific public-sector constituency in New York State. No products, technology stack, integrations, mobile applications, APIs, or pricing information were disclosed in available source data, and the company website only returned a verification/loading page during data collection, limiting insight into specific service delivery mechanics. The advisory focus — combining 457(b) plan guidance with pension, retirement, and Medicare advisory — suggests a holistic benefits-advisory relationship model rather than transactional product sales.

No management team, ownership structure, funding history, partnerships, M&A activity, regulatory actions, or geographic expansion data are publicly disclosed in the source material. This information gap is consistent with a closely-held, long-tenured private professional services firm. At ~40 years of operation, the firm has demonstrated sustained presence in its niche, but the absence of disclosed growth metrics, digital infrastructure, or strategic initiatives means the analytical picture is bounded by the basic firmographics available.

Name

457 Plan Group

Legal name

457 Plan Group

Website

https://457plangroup.com

Company type

Private

Founded year

1985

Headcount range

11–50 employees

Short description

457 Plan Group is a Rochester, New York-based financial advisory firm founded in 1985 that advises New York municipal employees on 457(b) plans, pensions, retirement planning, and Medicare coverage decisions.

Ownership category

akta.pro rank

Product category

Retirement Plan Advisory Services

NAICS

Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYHLADALAI

Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC)

Healthcare & Life Sciences/Elder Care & Long-Term Care/Senior Care Coordination & Case Management (Geriatric Care Management)

Keywords

• 457(b) plan advisory
• Pension planning services
• Municipal employee benefits
• Retirement plan consulting
• Medicare advisory services

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Core offering

457 Plan Group is a Rochester, New York-based financial advisory firm that advises New York municipal employees on 457(b) deferred compensation plans, pensions, retirement planning, and Medicare. The firm delivers individualized retirement and post-retirement planning guidance tailored to public-sector workers in New York State.

Product overview

Unable to determine product and service offerings from available source data. The source page displays a verification/loading screen rather than substantive company content.

Differentiator

Problem solved

Functional benefit

Products and services

• 457(b) Plan Advisory

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Voya Financial: Large financial services firm with a dedicated government retirement division offering 457(b), 401(a), and related advisory services to public-sector employees — overlapping with 457 Plan Group's market at much greater scale.
• MassMutual: Large mutual insurance and financial services company offering retirement planning and group benefits with public-sector penetration, comparable in function to 457 Plan Group's advisory services.
• Prudential Financial: Major insurance and financial services firm with a public-sector retirement and group benefits business that overlaps with 457 Plan Group's advisory focus.
• Empower Retirement: Major U.S. retirement plan administrator serving corporate, government, and individual plans including 457(b). Provides both recordkeeping and advisory services that overlap with 457 Plan Group's offerings.
• Fidelity Investments: Large diversified investment firm offering 457(b) and other retirement plans to public-sector employers, competing with 457 Plan Group's advisory offerings at much broader scale and with deeper digital tooling.

Direct peers

• TIAA: Non-profit financial services organization specializing in retirement products for academic, medical, and government employees — directly competing in the same public-sector retirement advisory niche.
• OneAmerica: Insurance and financial services company with retirement planning and group benefits offerings that target public-sector employers — comparable to 457 Plan Group's niche at a similar mid-market scale.
• Nationwide Retirement Solutions: One of the largest providers of 457(b) and 401(a) plans specifically to state and local government employees, directly competing in the same niche as 457 Plan Group.
• ICMA-RC: Mission-focused retirement plan administrator serving public-sector 457(b) and 401(a) plans. Directly comparable to 457 Plan Group's core 457(b) advisory niche for government employees.

Regional players

• New York State and Local Retirement System (NYSLRS): The state-administered pension system serving many of the same New York municipal employees 457 Plan Group advises. While not a direct competitor, it shapes the regulatory and product landscape the advisory firm operates within.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/457-plan-service-group

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 457 Plan Group