STATE MARKETPLACE
A streamlined marketplace management solution for states.
Helping Americans Retire
Our mission is to provide states with an efficient marketplace for America's small business owners to
achieve the means to save for a dignified retirement.
The Problem
There is no efficient marketplace for startup retirement plans.
Not Enough Coverage
63% of small businesses lack access to a company retirement plan for their employees.
Not Enough Resources
Small employers lack the resources to search for and obtain a retirement plan for their employees.
Not Enough Access
Small business owners today lack efficient access to distribution channels for obtaining these plans.
The Solution
Direct 401K streamlines retirement plan access for state employers.
Closing The Gap
Expanding access with a scalable alternative that guides employers to either an auto-IRA or 401(k) plan.
Efficient Marketplace
Connecting small businesses to leading plan providers with transparent, cost-effective pricing.
User-Friendly Interface
A step-by-step platform that helps employers choose the right plan and onboard with ease.
Two Pathways. One Goal.
Direct 401K offers two clear pathways: Auto IRA or 401(k). With our step-by-step technology, employers are guided through the process to find the right fit for their business, ensuring every plan is aligned with their goals and workforce.
No two employers have the same needs—which means retirement plans shouldn’t be one-size-fits-all.
User Simplicity
