About NextStep
NextStep Defined Contribution, Inc. (NextStep) is an independent provider of recordkeeping and administrative services for 401(k) and other defined contribution plans. Through the use of leading-edge technology, the Company offers an innovative and comprehensive retirement solution for advisors, TPAs, plan sponsors and plan participants.
NextStep's independence and "advisor-friendly" business model - along with its ability to provide access to institutional class funds, a broad array of index and enhanced index funds, and exchange traded funds (ETFs) - make it an appealing choice for advisors and TPAs in need of low-cost and transparent investment options for their clients.
The Company is located east of San Francisco in the Bay Area of Northern California.
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Contact NextStep
Corporate Office
2001 North Main Street
Suite 500
Walnut Creek, CA 94596
Phone: 888-913-3600 (Monday-Friday, 8:00am-5:00pm Pacific Time)
Fax: 925-831-0833
Client Services
Phone: 888-886-8256 (Monday-Friday, 7:30am-5:30pm Pacific Time)
Email: clientservices@nextstepdc.com
Sales
Phone: 888-913-3600
Email: sales@nextstepdc.com
Are you interested in becoming a NextStep partner?
Call 888-913-3600 or send an email to partners@nextstepdc.com
Are you a member of the media interested in speaking to someone on our executive team or learning more about the Company?
Call 888-913-3600 or send an email to mediainquiry@nextstepdc.com
Demonstration Request
Please complete the form below and click "Submit". A NextStep representative will contact you shortly to schedule a demonstration. Keep in mind that your information is confidential and will not be distributed or shared with any third parties or outside organizations.
Download Center
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