401kDIRECT has established itself as one of the leading boutique retirement plan providers in the industry.  With over 20 years of experience providing retirement plan solutions, 401kDIRECT has consistently invested in the latest technologies in order to continually improve its quality of services available.

401kDIRECT remains steadfast in the commitment to providing clients with completely transparent programs presenting full disclosure of fees and revenue sharing to each and every plan.   The company engages local professionals to deliver services in their respective areas of specialization resulting in a higher level of personalized service and better overall support at both the plan and the participant levels.

At the core of 401kDIRECT is our dedication to quality service.  Through the 401kDIRECT program you can benefit from our experience and dedication to our clients.

401kDIRECT Facts

• Founded in 1984
• Executive offices in Northern California
• Retirement Plan clients nationwide
• Over 700 million in assets under management
• Formerly PENTEK Pension Services

Benefits of choosing 401kDIRECT:

• Highly experienced and certified personnel
• Personalized service
• Dedication to client needs
• Full disclosure of all fees and revenue sharing
• Accurate and efficient processes
• Powerful reporting tools
• Flexible programs
• Open architecture investment platform

Download 401kDIRECT Brochure