401kExchange is an independent market research firm dedicated to the company retirement plan industry. Because we don’t sell 401(k) plans, employers have relied on us to provide the independent and unbiased guidance and information necessary to start or maintain a company retirement plan.

A 401(k) is a defined contribution retirement savings plan that is an employee benefit established and/or maintained by an employer, commonly referred to as a Plan Sponsor. A 401(k) plan can be a key component of a retirement strategy for a business owner, as well as an essential benefit to attract and retain top employees in today’s competitive hiring market.

The first step is to determine which Type of Plan is right for your company and employees.

This is best accomplished through a process called Plan Design. Unless you are very knowledgeable, much like you wouldn’t build a new building without the plans of an architect, you shouldn’t set up a 401(k) plan without first determining the plan design that will suit your needs both today and in the future.

A Third-Party Plan Administrator designs and administers company 401(k) plans and is critical in helping to achieve the retirement plan contribution goals set forth for key executives and participants. They can also insure compliance with IRS and ERISA guidelines and regulations.

401kExchange has developed a network of Independent Third-Party Administrator firms (not affiliated or employed by 401kExchange) who meet the highest standards and represent most regional areas of the country. Whether in person or by phone, these professionals can help you determine which type of plan and plan design would best suit your needs!

Please select your region below to read Firm Biographies.
You may also inquire by emailing us, or call 401kExchange at 877-TPA-7565
(877-872-7565) for assistance.

• Northeast

Ready to speak to a plan design specialist? If you are starting the process of establishing your company’s 401(k) plan in the next 90 days, we can help! Please fill out this form or call our Retirement Services at 877-TPA-7565
(877-872-7565) for assistance.

We will contact you within two business days.