DailyAccess Corporation provides recordkeeping and administration services for 401(k) and other retirement plans. We enable retirement plan sponsors, participants and financial advisors to manage their assets, accounts and transactions seamlessly online with comprehensive web-based tools and reporting. We deliver award-winning service at every level.

Retirement Plan Sponsors and Participants

At DailyAccess, we know our clients by name. We provide each plan sponsor with a single point of contact – a dedicated Account Executive – to manage the ongoing administration of their retirement plans. Through our scaleable account management structure, we support every client, from global brands to small companies, with the same level of timely, knowledgeable service. Retirement plan participants have access to information online, via an automated telephone service, and through our onsite customer call center.

Financial Advisors

DailyAccess operates an “open architecture” platform and is able to partner with any financial advisor to offer a wide variety of mutual fund options. Support for financial advisors is available through Regional Retirement Consultants in the field and Retirement Plan Specialists at our corporate headquarters.

Contact us to learn more about the award-winning services DailyAccess can provide for your company’s or client’s retirement plan.