401kplans.com
Naples · Founded 2016
About 401kplans.com
The mission of 401kplans.com is utilize technology to bring process, efficiency and transparency to small plan retirement distribution. The regulatory environment and the constant pressure on margin is forcing change within the retirement plan industry. Retirement plans have become the “Blockbuster Video” to the “Netflix” of other voluntary benefits, as they have yet to embrace technology to assist with distribution. Change is difficult but there is a significant opportunity to work collaboratively to launch a platform that assists financial advisors and TPA’s as well as supports the business models and value propositions of Providers and Investment Managers.
Company Facts
- Founded: 2016
- Legal name: 401kplans.com LLC
- Operating status: Acquired
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Funding stage: M&A
- Last round: Seed (Dec 2018)
- Website: 401kplans.com
- Phone: [email protected]
Social Profiles
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