Whether you are establishing a retirement plan for the first time or if you are transitioning an existing retirement plan to 401kDIRECT, we take great care in the accuracy and timeliness of the plan installation.

401kDIRECT helps the Plan Sponsor and Financial Professional develop and implement short and long term retirement benefit strategies.  401kDIRECT evaluates Plan alternatives and assists in the selection, design and implementation of a retirement program that meets the objectives of your specific firm.

Your 401kDIRECT Plan Consultant will study your Plan requirements, specifications, and will design a unique plan solution with the provisions that are then tailored to meet your needs.  Unique and innovative small business retirement plans are part of our core offering which is developed in consultation with your team.

In order to ensure a smooth plan transition and installation we provide each plan with:

• Customized plan documents
• Compliance review
• Transition/Installation Coordinator
• Transition/Installation timeline
• Automatic payroll set up (through exported payroll file)