As the need for disclosure of all retirement plan fees continues to rise, 401kDIRECT remains steadfast in the commitment to provide completely transparent programs.  All fees associated with your plan and all revenue sharing recaptured on your plan’s behalf will be fully disclosed.

401kDirect and the Plan Trust will reconcile, recapture and credit the plan with all available revenue sharing on plan investments on your behalf.  You will receive 100% pass-through of ALL forms of revenue sharing:

• Finder’s Fees
• 12b1 Fees
• Sub Ta Fees
• Shareholder Servicing Fees

401kDirect works with the NSCC to make timely and accurate payments to all broker dealers. If there is no broker involved in the sale or if you are a fee-based advisor, 401kDirect collects revenue sharing on behalf of your clients.

These revenue streams can be used to offset administrative expenses and will often meet or even exceed these fees.  You do not have to obtain any type of NASD broker, registered representative or RIA licenses.

Find out more about revenue sharing