The MAX Plan


The MAX Plan gives you an uncomplicated solution to your retirement plan needs. Based on an “all in” fee structure, the MAX plan has all the customary components of a traditional retirement plan included in just one basic fee.

This straightforward pricing structure is easy to understand and enables you to quickly identify and compare total costs.  With the MAX plan, you can easily meet your 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.

Find out more…

MAX Plan Fact Sheet

Request a MAX Plan Proposal

Download 401kDIRECT Brochure