STATE MARKETPLACE
An end-to-end, streamlined marketplace management solution for states.
Helping Americans retire.
Our mission is to provide 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 401(k) startup plans.
Not Enough Access
Small business owners today lack efficient access to distribution channels for obtaining these plans.
Not Enough Incentive
Startup 401(k) plans do not offer advisors enough monetary incentives to engage with, onboard, or continue servicing clients.
Not Enough Assets
Many do not have the assets necessary to work with a wealth management advisor.
The Direct 401K Way
