401k Plan - 401(k) Advisors & Consultants

Confirm your 401(k) Plan is Performing at an Optimal Level

How does your plan compare to similar size plans?
Interested in help managing the time & resources it requires to sponsor a 401(k) Plan?
Can’t get anyone on the phone the last time you tried calling your 401(k) Vendor?

Learn More Get a Quote

What Makes Us Different?

Dedicated Service Liason

No more emails and voice mails to 401(k) vendors that don’t receive response.

LPL Financial

Dedicated Retirement Professionals focused on maximizing your 401(k) plan.

Important Partnerships

Partnerships with Fidelity, ADP, Paychex, T. Rowe Price, Vanguard and all the top 401(k) Systems.

Download the LPL “Taking Charge of your Fiduciary Responsibilities” PDF

Receive Your Complimentary Retirement Plan Healthcheck

To view a sample 401k Plan Quote, click here.

We are serious about protecting your data & privacy. We do not share or sell any information provided to us via the forms on 401kQuote.com.

Our Partners

All of the third parties listed above are separate entities from 401kquote.com and LPL Financial.

Give Us a Call Ready For a Better Plan?

Get Started

Contact Us to Receive a 401(k) Plan Quote From Three of Our Partners

To view a sample 401k Plan Quote, click here.

We are serious about protecting your data & privacy. We do not share or sell any information provided to us via the forms on 401kQuote.com.

What Happens When You Request a 401(k) Plan Quote?

You will receive a comparison of your plan to other high quality 401(k) systems in the marketplace.

We will provide you with recommendations on how to help improve your current plan and you do not have to change 401(k) vendors.

Our Mission

401kQuote.com assists 401(k) plan sponsors to maximize their existing retirement plans and provides 401(k) plan quotes for plan sponsors considering changing 401(k) plan systems.

We assist Plan Sponsors with improving their service, investment and expense levels and monitor plan Investment Performance with the Fiduciary Investment Reporting Monitoring(FiRM) system.

We provide a dedicated local service team that will provide employee education meetings, investment performance meetings, and plan sponsor level service on an ongoing basis.

LPL by the Numbers

As of June 2020

36,000+

Retirement Plans

140B+

Assets Under Management

50

States With LPL 401(k) Advisors

3(38) & 3(21)

Fiduciary Services Provided

Ready to see if your plan can be improved?