Partnering with your Financial Advisor and providing excellent customer service is at the core of 401kDIRECT’s strategy of delivering a superior retirement plan program to you and your participants.

Each 401kDIRECT program is an “Advisor Delivered” program.  This means that each plan has a dedicated Financial Advisor assisting you in the selection and delivery of the 401kplan. This approach to retirement plan delivery offers many benefits including support and expertise in:

• Current Plan Fee Analysis
• Selection of the right 401kDIRECT plan program
• Plan Design
• Investment selection and monitoring
• Fiduciary liability mitigation
• Participant Education

Choosing 401kDIRECT as your provider allows you to keep your relationship with your current investment advisor.  If you don’t have a Financial Advisor or if you are establishing a new plan, you can be connected to a network Financial Professionals and choose the right partner for the delivery of your plan.

Download 401kDIRECT Brochure