RecordkeeperDirect is designed to meet the needs of startups and smaller retirement plans by providing a solution that's designed to be affordable and easy to set up and manage, yet flexible and effective.
RecordkeeperDirect serves the needs of more than 58,000 employers. On average, each plan has:
Better retirement outcomes begin with better investments.
With RecordkeeperDirect, sponsors can choose from more than 40 American Funds, including a target date series with a distinctive glide path.
RecordkeeperDirect offers convenient features, services and in-house support for you, sponsors and participants, including:
Who wouldn’t want more satisfied clients and increased assets under management?
RecordkeeperDirect provides customized enrollment websites and materials and ICanRetire, a participant engagement program featuring email campaigns that encourage saving with an innovative, user-friendly website.
Take advantage of tools and resources that can help you sell and manage retirement plans.
RETIREMENT PLANALYZER
Use this one-stop resource to get fee quotes, fund lineups, client proposals and more.
WEBSITE DEMOS
Demonstrate the convenient yet robust sponsor and participant sites to prospects.
RESOURCES & TOOLS
See what we have to offer to help you prospect, sell and service retirement plans.
THE BULLETIN
Keep up to date on enhancements, news, tips and reminders.