Client Services


Establishing a relationship with 401kDIRECT means knowing that your plan is in good hands.  We realize the number one reason plan sponsors change providers is service quality* and we are dedicated to providing outstanding, quality client services.

With each employee of the company having an average of 20 years experience in the retirement plan industry and over 5 years with 401kDIRECT, we take pride in our retirement plan expertise and our ability to serve our clients.

Each administrative client of 401kDIRECT will be assigned a dedicated client relationship manager.  This manager is responsible for the relationship with your firm as well as all the plans that you have with 401kDIRECT.