About 401kquote.com
<p>Operating out of Norwood in the Greater Boston area, 401kquote.com has advised retirement plans since 2000. The firm has a 10-person team and manages $2.5B in assets as of 2026.</p> <p>401kquote.com supports employers with 401(k) oversight and ongoing plan management. It offers 3(21) fiduciary services and can act as a 3(38) investment manager, along with plan design and compliance support.</p> <p>The firm also works directly with participants on retirement planning and investment guidance, so sponsors can keep sponsor-level fiduciary work and employee advice under one advisory relationship. 401kquote.com partners with recordkeepers and platforms that include LPL Financial, Fidelity, ADP, Paychex, T. Rowe Price, and Vanguard. President Thomas Lanahan (CEBS, AIF) leads the team and the firm is a member of the Retirement Plan Consulting Partners (RPCP) network.</p> <p>Learn more about similar <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>3(21) fiduciary services</li> <li>3(38) investment manager services</li> <li>Plan design and plan consulting</li> <li>Compliance assistance</li> <li>Participant advice</li> </ul>
Website: https://www.401kquote.com/
Founded: 2000
Employees: 10
Office Locations
- Norwood, MA (Headquarters)
Accreditations & Certifications
- CEBS®
- AIF®
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
- Plan Design Consulting
- Compliance Services
- Participant Investment Advice
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $2.5B