With the MAX Plan, it’s easy to select high quality mutual funds and collective funds based on the needs of your client.

The MAX Plan has 4 unique investment portfolios that are pre-screened using standard fiduciary criteria from fi360 fiduciary tools.  Taking it one step further these top tier funds are then segregated based on the amount of revenue sharing available.  Not only does this make it easy for you and the plan sponsor to control total out of pocket cost, but also keeps overall pricing of the plan completely transparent.

Discover the MAX Plan Portfolios:

MAX I Plan Investments

MAX II Plan Investments

MAX III Plan Investments

MAX IV Plan Investments

ETF Funds - All Exchange Traded Funds available on the 401kDIRECT platform.  Available in MAX lV Plan only.

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MAX Plan Net Fee Examples

MAX Plan Fact Sheet