Praised by Industry Experts:
A Mobile Website and App for Financial Advisors
401kplans.com is a digital marketplace where financial advisors solicit proposals from top 401(k) providers.
Efficiency
A digital due diligence process. Save hours of your time. Increase your ROI with every 401(k) plan.
Transparency
Detailed plan fees. With every quote you receive, all fees are itemized and illustrated in an easy-to-compare format.
Mitigate Risk
Documentation to mitigate risk. Automatically document your due diligence process and share with your client.
Cost-Effective
No-cost service. Financial advisors have complimentary registration and use of this service.
A Mobile Website and App for Enterprises (Broker Dealers, RIAs and Aggregators)
Voyager Enterprise provides your company a “white-labeled,” configurable platform automating the 401(k) process and fiduciary programs for your advisors and support team.
Fiduciary Programs
Streamline business. Firms utilize the Voyager Enterprise platform to "white label" their 3(38) or 3(21) fiduciary service and automate their due diligence process. Firms also expedite the transition of large books of business to their fiduciary program.
Sales Support
Sales support access. Internal advisor support desks use the Voyager platform as a sales support tool to enhance your financial advisor and client experience.
Reporting and Analytics
Enhance oversight. With the Voyager platform, firms access real-time data on retirement plan activity generated by their advisors.
To request more information on the Voyager Enterprise Platform
Working with your client’s 401(k) just got easier
SAVE TIME AND MONEY IN
3 EASY STEPS
1) INFORM
Sign up for a complimentary account, provide non-confidential information and we will calculate the total cost of the plan.
2) COMPARE
Compare the plan’s total fees with those proposed by other leading 401(k) providers and have them compete for the business.
3) MONITOR
We will document your fiduciary due diligence process and can assist with the monitoring of the plan’s ongoing fees.
FAQ about 401kplans.com
What is 401kplans.com?
401kplans.com is a digital marketplace for 401(k)plans. It is a mobile website and app that efficiently walks a financial advisor through a documented due diligence process. The platform will save hours of your time as you no longer need to manually request proposals and create comparison spreadsheets.
How quickly can I send proposals for my client?
Proposals can be issued digitally within a few minutes of initiating the process. Pricing is instantly available from most of the 401(k) providers but will vary based on plan size. Providers may choose to customize a proposal, with a promise to deliver the proposal within 48 hours of your request.
How much does 401kplans.com charge for this service for financial advisors?
Financial advisors have complimentary access to this service.
Why use 401kplans.com?
Financial advisors use 401kplans.com for retirement plan prospecting, benchmarking plan cost, proposal management, and to SELL more business!
How does 401kplans.com help me mitigate risk?
The mobile website and app automatically document a prudent due diligence process when benchmarking or evaluating new 401(k) providers for your client.
Which 401(k) providers participate in 401(k)plans.com?
We work with more than twenty 401(k) providers, and we’re regularly adding to our platform.
Get Access
401(k) Plan Due Diligence Made Easy
- Save hours of time
- Mitigate risk
- Sell more plans