The MAX Plan gives Financial Professionals a simplistic and direct approach to marketing 401(k) plans. Based on an “all in” fee structure, the MAX plan has all the customary components of a traditional 401k Plan included in just one basic fee.
This straightforward pricing structure is easy for plan sponsors to understand which makes you more effective in the sales process. It enables plan sponsors to quickly identify and compare total costs so they can easily meet their fiduciary responsibility with regard to fees in the plan.
The MAX Plan is designed for retirement plans under $5,000,000. 401kDIRECT provides recordkeeping and administrative services giving a seamless, bundled solution.
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