401k Generation

  • Financial Services
  • Lake Mary FL
  • 15 employees
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Company Overview

Headquarters
195 International Pkwy, Lake Mary FL
Website
401kgeneration.com
Employees
15
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is 401k Generation

401K Generation is a firm based in Lake Mary, Florida, specializing in improving 401(k) plans across the United States. The company has 15 employees and generates revenue exceeding $10,000 annually. 401K Generation provides high-touch customer service with dedicated, live support to plan sponsors and participants. They offer access to low-fee investment options and model portfolios tailored to various risk tolerances. The company also provides fiduciary protection for plan sponsors, minimizing their fiduciary responsibility. Their exclusive focus on company-sponsored retirement plans allows 401K Generation to specialize in this area, providing independent, unbiased advice in customizing an organization's plan. Through alliances and partnerships, they offer a depth of resources and knowledge to help plan sponsors and participants achieve their financial goals. For more information, visit 401kgeneration.com.

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FAQ

What is the location of 401k Generation's headquarters?
The headquarters of 401k Generation are situated at 195 International Pkwy, Lake Mary FL
What is 401k Generation's official website?
The official website of 401k Generation can be found at 401kgeneration.com.
What is 401k Generation's current revenue?
As of February 2019, 401k Generation's annual revenue reached $10B.
How many employees does 401k Generation currently have?
401k Generation employs approximately 15+ people as of February 2019
Which industries is 401k Generation primarily operating in?
401k Generation operates in the following industries: Credit, Finance

Employee Directory

Key Employees

Matthew Stevens

Strategic Relationship Manager

Phone Email

Brenda Kincaid

Chief Operating Officer

Phone Email

Kaitlyn Castanos

Senior Client Operations Support Specialist

Phone Email

Mari Cruz

Manager, Quality Assurance

Phone Email