About Retirement Direct

  • About Retirement Direct

    Retirement Direct was created to provide a recordkeeping outsource solution for Bank Trust Departments, Financial Planners and Registered Investment Advisors.


    We provide all of the operational services related to Employee Benefit Recordkeeping.

    By outsourcing the recordkeeping function to us, our clients can then focus on what they do best...service and develop relationships with the plan sponsors in their market place.

    Our strategy is to form long lasting partnerships with our clients that are mutually beneficial. We view ourselves as an extension of your company.

    Retirement Direct is located just north of Charlotte, NC. Dan and Anne started what is now Retirement Direct in 1997. RD is part of a larger privately held financial services holding company called Farmers & Merchants which is headquartered in Lincoln, Nebraska. Dan and Anne have an ownership interest in RD.

Your RD Service Management Team

The RD Difference

  • Professional and personal service

    Highly skilled staff will answer your questions in a friendly way. We help guide you based on our recordkeeping experience and retirement industry knowledge. We look to form long lasting partnerships with our clients to exceed your expectations.

  • Leading edge technology and services

    Retirement Direct is committed to provide you and your participants all of the latest technology and features available in the industry. This will allow you to offer a complete retirement plan benefit in your market place on either a local basis or at a national level.

  • Flexibility

    Unlike other solutions, we are very flexible with our plan sponsors related to how we receive conversion data, contribution data, census data. We build custom templates to match the data received.

  • Custom brand our service at no additional cost

    - Ability for participants to login from a link on your web site
    - Logo and color schemes to match your corporate image. This makes the plan sponsor and participant feel like its your retirement plan.

    All printed material may also be customized to meet your needs and may be custom branded with your logo and color scheme.

  • Open Fund Architecture

    You may select funds from over thousands of mutual funds crossing over hundreds of fund families. This allows you to pick the best funds for each investment class.