401kDIRECTPRO is a RecordKeeper and provides the technology
platforms (RecordKeeping, Custody, Trust System, Compliance, etc.)
and our domain expertise to the Retirement Plan Industry
Professionals (Plan Sponsors, Investment Professionals, TPAs, Payroll
Firms, CPAs, Broker Reps, Plan Consultants, etc.) to help them with
their clients DC Plans (SOLO-k, 401k, 457, 403b, and Profit
Sharing).
Visit
our website: http://www.linkedin.com/company/401kdirectpro
APP
STORE LINK: http://401kdirectpro.appsme.com
Plan Website:
https://www.proinc401k.net/
***24x7 HelpDesk
([email protected]).***
Specialties
RecordKeeping of DC Plans, SOLO 401k Plans, 401k, 457, 403b
Loans and Distributions Instructions: Please click or copy & paste the **DistributionKit** document link listed below to your browser. Please go to the **More** Menu Page to download the Forms (DKIT) to request Loans or Distributions.
DistributionKit (DKIT):
https://dl.dropboxusercontent.com/u/22134992/DistributionKit_DKIT_v20160407.pdf
1). Please review, print, complete, & sign the attached Distribution Request
Forms (last 3-pages within the attached DKIT).
2). Please COMPLETE, SIGN, & then RETURN (fax, e-mail, etc.) the
LAST 3-PAGES of the attached KIT to your Employers (Retirement Plan)
H.R./PAYROLL Department for Authorization. This will be faster.
Or please fax (fax# 312.624.7998) or scan e-mail ([email protected])
us the last 3-Pages of the signed Distribution Request Kit Forms.
This App has Push Notification enabled which allows you to view App messages sent directly from the business straight to your lock screen; Push Notification feature must be enabled for this to work. App contains Integrated Facebook/Twitter feeds.
App contains a Geo-Fencing feature which requires location from the App for it to work.