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401kplans app for iPhone and iPad


4.6 ( 6736 ratings )
Business Lifestyle
Developer: 401kplans
Free
Current version: 1.0.2, last update: 4 years ago
First release : 02 Nov 2019
App size: 3.77 Mb

401kplans.com is industrys first Digital Retirement Plan Marketplace for Financial Advisors.

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.