Founded in 1996, 401kExchange is the leading source of business development, market intelligence, and due diligence services for the 401(k) and retirement industry serving the small and mid-sized corporate market.

We connect plan sponsors, retirement advisors, broker dealers, and service providers with each other -- and with the knowledge and support they need to succeed in a competitive, constantly changing 401(k) landscape.

While other web-based 401(k) services provide only part of the picture, 401kExchange offers a complete solution. Our unique three-level approach guides clients every step of the way, from market research to measurable results:

1. Market Intelligence. Together with the Boston Research Group, 401kExchange is the leading source for up-to-date, unbiased 401(k) market intelligence. Our proprietary research, access to current market information, and state-of-the-art online tools greatly streamline the due diligence process.
2. People Connections. Our full services help clients transform market intelligence into action. 401kExchange connects plan sponsors with advisors and providers through industry-leading databases and by arranging face-to-face appointments. We operate our own call center, staffed by trained retirement specialists, to better serve our clients' needs.
3. Time-Saving Tools. 401kExchange provides web-based tools that help advisors and providers grow their business, operate more efficiently, and better support their plan sponsor clients. 401kExchange due diligence services dramatically reduce the time and cost associated with the provider review, selection, and sales proposal processes; and make investment due diligence easier than ever.

Based in Palm Beach County, Florida, and headed by CEO Fred Barstein, 401kExchange employs almost 90 full-time professionals.

401kExchange is committed to improving the quality of company-sponsored retirement plans. We stand as a trustworthy source of information, systems, and support for the 401(k) industry, bringing order and efficiency to a fragmented market.

• We help employers improve their 401(k) plans and fulfill their fiduciary responsibility, so that they offer the best possible retirement plan to participants.
• We help professional retirement advisors, broker dealers, and plan providers extend the highest level of service to plan sponsors.