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.