State Marketplace Solution
Direct 401k offers states a retirement plan management program 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 marketplace of the nation’s top retirement plan providers.
STATE PLATFORM FEATURES
MANDATE MANAGEMENT
Manage email communication of state mandates to include notice delivery, follow-up campaigns, and detailed analytics on success measures through Cyrano’s scalable communication capabilities.
MARKETPLACE
A state-branded landing page for employers to access major providers in a scalable and cost-effective manner, bypassing the complex and costly distribution system.
EMPLOYER PORTAL
A state-branded employer portal is created and integrated into Cyrano for each participating business owner, which allows all plan and state communication delivery to be documented into our robust CRM platform.
DATA ANALYTICS
Provide the state with detailed analytics regarding program success measures, subscribed employers, participating employee counts, total assets achieved, and other data points as requested by the state.
SUPERVISION + COMPLIANCE
To accommodate the scale that is required to tackle this market, we capture proper approvals, secure data delivery for books and records, as well as on-going custom monitoring and reporting.
