An enterprise solution providing a turnkey white-labeled plan management platform for Broker-Dealers/RIAs and an efficient marketplace management platform for states with mandates.
A comprehensive solution that permits the scale necessary for you to take on the monumental opportunity that secure 2.0 act brings to the market.
State Marketplace
Direct 401k offers a turnkey plan management solution through a scalable plug-and-play technology that allows states to utilize a customizable white-labeled platform, providing the state, and their small business constituents, an efficient retirement plan marketplace of the nation’s top retirement plan providers.