We know the most difficult part of growing your retirement plan business is closing the sale. That’s why we provide our Financial Professionals with outstanding, comprehensive sales support through the 401kDIRECT Sales Desk. Once a plan has been established, you will have a dedicated client relationship manager assisting you with all plan inquiries.
Pre-Sale Support Services
• Proposal Services
• Assistance with current plan fee analysis
• Access to investment analysis and reporting through fi360 Fiduciary Tools
• Customizable brochures
• Custom branding of plan programs
Download 401kDIRECT Brochures and Documents
Plan Installation
During Plan Installation, 401kDIRECT will work directly with you and your client to ensure a smooth plan transition. Each plan is assigned a conversion specialist who will coordinate the transition and be a single point of contact for you and your client. We are sensitive to the relationship you have established with your client and you will always be apprised of any and all direct communication.
Ongoing Plan Management
Establishing a relationship with 401kDIRECT means knowing that your plan is in good hands. 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.
With 401kDIRECT, you will have one client relationship manager assigned to all plans that you have established with us giving you a single point of contact for all plan inquiries. In addition to your CRM and standard quarterly reporting, you and your client will be able to access plan information online giving you real time information and control right at your fingertips.
800-571-5104 •