401K Exchange

401K Exchange

Financial Services 15 employees
Employees
15

401K Exchange Overview

Industry
Financial Services
Employees
15
Founded
1996
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About 401K Exchange

35% of the 401kWire's 2011 300 Most Influential DC Advisors . . . . . . are clients of 401k Exchange! Shouldn't you be using 401k Exchange? Call David Roy today. Founded in 1996, 401kExchange is the leading source of business development, market intelligence, and due diligence services for the 401(k) and retirement industry serving the small and mid-sized corporate market. We connect plan sponsors, retirement advisors, broker dealers, and service providers with each other -- and with the knowledge and support they need to succeed in a competitive, constantly changing 401(k) landscape. For more information please contact: David M. Roy Regional Director / National Sales Toll Free: 877-777-4015 x3367 Direct : 561-228-5448 Direct Fax: 561-439-2488 Fax droy@401kexchange.com www.401kexchange.com

401K Exchange Contact Details

People in AeroLeads
3

401K Exchange Org Chart

Sample employees and titles
Name Title Contact
Brian Thomas Sales Representative at 401k Exchange
View
Manu Henry
View
Glenn Thompson Retired at 401k Exchange
View

Employees by Management Level

Individual contributor 8 profiles
Director 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Executive 2 2 0
Sales 1 1 0

401K Exchange Tech Stack