# 401kplans.com

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/401kplans-com

- Industry: Financial Services
- Headquarters: Naples, US
- Website: www.401kplans.com
- Latest round: Seed (Dec 21, 2018)
- Investors on record: 1

## About

401kplans.com LLC is a digital platform designed to simplify the retirement plan proposal process for financial advisors, enabling efficient comparisons of 401(k) providers and investment managers.401kplans.com LLC specializes in offering a digital platform that aids financial advisors in managing and selecting retirement plans. Founded in 2016 in Naples, US, by Scott Buffington, the company had its most recent deal on December 21, 2018, when it secured Seed funding from NFP Ventures. The company has completed a total of 1 deal since its inception.401kplans.com provides a comprehensive platform that streamlines the retirement plan proposal process for financial advisors. It allows real-time comparisons of various 401(k) providers and investment managers, facilitating the selection of the most appropriate retirement plans for clients. The platform automates due diligence, offers detailed plan fee documentation, and supports fiduciary responsibilities, primarily targeting financial advisors and plan sponsors in the US.401kplans.com operates on a no-cost service model for financial advisors, who can register and use the platform without charge. Revenue is generated through partnerships with over twenty 401(k) providers, who may pay fees based on successful transactions from proposals generated through the platform. This structure enhances the advisors' ability to deliver competitive quotes to clients, positioning 401kplans.com as a connecting resource in the B2B sector.Following its recent Seed funding round in December 2018, 401kplans.com intends to invest in the development of new features and tools for its platform. The company is exploring options to expand into additional geographical markets across the US, focusing on regions where retirement planning services are increasingly in demand. The latest funding is expected to support these initiatives, helping the firm enhance its offerings and better serve financial advisors.

## Funding rounds

- Seed, Dec 21, 2018 — NFP Ventures

## Investors

- NFP Ventures (https://capitalatlas.ai/funds/nfp-ventures) — Seed