New Website Provides Financial Advisors with Research About the Products and Services of 401(k) Plan Providers; Free-Access Beta Program Underway

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New database offers concise research reports for 401(k) bundled providers, defined contribution investment only providers, and third party administrators.

At 401(k) Rekon, we deliver the retirement provider research you need. Simply put, we save you time. You don't have hours to review every resource or tool on a provider's website-but we do!

Ross Marino, CFP®, ChFC®, a financial advisor for 21 years, has announced the beta phase launch of — a unique online database delivering the retirement provider research that financial advisors need. And, for a limited time, beta access is being provided free for financial professionals.

To obtain a login, email info (at) 401kRekon (dot) com.

“It’s no secret that the largest barrier to financial advisor growth is TIME,” says Marino, “the time it takes to research 401(k) providers, service clients and acquire new plans.”

Marino was frustrated with the endless hours of due diligence previously required. “Research shouldn’t be this hard and take so much time,” he thought.

401(k) Rekon™ is an industry-leading provider of research for financial advisors, empowering them to build more successful retirement plan practices. At the core of the new site is a unique database providing directions and links to locate resources and product information. Presented in concise summaries, it contains the name of each resource, the intended audience (advisor, plan sponsor, participant), and format (flyer, PowerPoint, etc.).

“On average,” says Marino, “our analysts spend 15 hours reviewing a provider’s website, interviewing wholesalers or other representatives, and completing a research report.”

Why the free beta program? “Free access during beta will bring thousands of users, and their feedback will shape our next phase.” says Marino. “Financial advisors will use our site for competitive analysis, servicing retirement plans and marketing support. We want additional input from the user group before adding functionalities and data.”

For more information, visit, or call 1-877-401-5489.


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Ross Marino, CFP, ChFC
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