The Active401k Advantage

We provide multiple new monetization channels for you and even more support for your clients. Strengthening relationships along the way.

Retirement Plan Advisors

Engage every participant with a personalized service

Engage every participant with a personalized service

Proactive participant guidance & education

Proactive participant guidance & education

Additional fee income

Additional fee income

Opens the door to new plans

Opens the door to new plans

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3(38)s, Record Keepers, & TPAs

Innovative, personalized, participant guidance

Innovative, personalized, participant guidance

Enhanced support to plan advisors, plan sponsors and participants.

Enhanced support to plan advisors, plan sponsors and participants.

Turn-key, simple implementation.

Turn-key, simple implementation.

New income streams

New income streams

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Financial Planners & Wealth Managers

Help more clients in less time

Help more clients in less time

Build an AUM pipeline

Build an AUM pipeline

Increase your fee based income

Increase your fee based income

Simply convert prospects to clients

Simply convert prospects to clients

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The Solution

We provide multiple new monetization channels for you and the Plan Advisors and Wealth Managers you support.

A Compliant Non-Discretionary Solution

A Compliant Non-Discretionary Solution

We do all the heavy lifting and the participant stays in control with personal guidance on a quarterly basis, utilizing DALBAR Certified models, their unique risk profile and options.

With An Innovative Approach & System

With An Innovative Approach & System

Proactive participant engagement with a simplified approach to onboarding, guidance and monitoring via email and text linking them to their personal dashboard.

Through Simple, Turn-Key Technology

Through Simple, Turn-Key Technology

URL or API integrated, scalable, non-competing, white-labeled and participant friendly without all the overhead normally associated.

New Income Stream & Greater Value

New Income Stream & Greater Value

Immediate new fee income streams and greater value proposition solving participants top questions of what, when and how much.

Start Your Pipeline of New Business – Today.

We bring a whole new way to connect to clients. We’d love to walk you through how our product works as well as fill you in on our pricing.

Request Demo

Simply fill out the form below and one of our representatives will be in touch shortly!

Get in Touch

We'd be happy to answer any questions you might have!

Phone Number:

800-676-0703

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