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Due Diligence Plus

401kX Due Diligence Plus is a unique set of sales support services that combine three popular 401kExchange due diligence services into one powerful tool designed to help Advisors sell more 401(k) plans:

To Order Due Diligence Plus, contact 877-777-401k or for more information, contact your Account Executive or email us at 401kdesk@401kexchange.com

Due Diligence Comparison
Become an informed 401(k) consultant instantly

Compare Service Providers in a customizable spreadsheet format. Instantly produce an "apples-to-apples" comparison of providers across various criteria such as customer satisfaction ratings, plan investments, record keeping, customer service, and more. Includes comparison vs. industry averages and standard provider pricing.

Provider Ratings & Market Share Report

• Based on Market Research Surveys conducted with thousands of 401(k) Plan Sponsors monthly
• Review Service Provider ratings on customer service, education, investment options, fund management, plan administration, and fees
• Take over plans of those providers whose customers rate them far below average

On-Line RFP Service

401kExchange Retirement Consultants will guide you through the RFP process, submit proposals to your choice of Providers and return a detailed Product Comparison Report (PCR) within 5 business days.