How It Works

Telephone Access
When customers call 1-800-401KPLAN, they enter their employer's zip code. The system routes their call to the 401(k) plan professional licensed to use 1-800-401KPLAN in that area. Each 401(k) financial planning firm receives an exclusive license to tap the power of 1-800-401KPLAN in the geographic area where it conducts business.

Web Access
Customers who visit 1-800-401KPLAN.com enter the consumer site. Visitors enter their employer's zip code, and a database identifies the 401(k) planning professional associated with that area. The 1-800-401KPLAN.com website immediately redirects site visitors to the website of the licensed 401(k) plan consultant.

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Call 1-800-401KPLAN or send us an email to discuss how you can use this number to increase your marketing return.