About Us
About 401KInABox
Simple by design. Powerful by experience.
401KInABox combines purpose-built technology with expert TPA administration so business owners and advisors can set up and manage 401(k) plans without the complexity. Today, more than 3,500 plans run on our platform.
We built our own technology platform, and pass the efficiencies to you.
401KInABox is an independent TPA that built its own platform rather than relying on off-the-shelf software . That distinction matters: it means we move faster, price more competitively, and tailor the platform around how digitla plan administration works. Today, thousands of advisors and employers rely on us for compliant, cost-effective 401(k) plans.
MEET OUR TEAM
Deep expertise across every corner of the industry
Our team has held leadership roles at some of the largest names in retirement plan administration — including United Retirement Plan Consultants, Merrill Lynch, and Ascensus — and holds credentials spanning actuarial, compliance, technology, and financial services.
Lee Bachu
Founder
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Desiring best-in-class, expert-based, powerful, compressed administration, 401KInABox was birthed with the mission to provide the easiest 401k solution for advisors and their clients. Previously, Ms. Bachu was CEO of United Retirement Plan Consultants (URPC), a national TPA, from 2016–2019. While CEO, Ms. Bachu grew sales & profitability to record levels, restored reputational excellence, and oversaw an industry-leading operational restructuring. URPC was acquired by Ascensus in 2019. She has been named Maryland’s Daily Record Circle of Excellence as a 3-time Top 100 Maryland Women selection. Ms. Bachu has been personally invited by the President of the United States multiple times to lead the prayer on National Day of Prayer.
Ms. Bachu continues to be vibrantly active in her community. She is a member of the Council of Hindu Temples of North America (CHTNA), serves on the Interfaith Council of Metropolitan Washington; The Governor of Maryland appointed her to the Maryland Commission for Women, a Maryland authorized body that guides anti-discrimination efforts and women’s issues through informed advice to the executive and legislative branches of the Maryland State Government.It is not often that we see game-changing technology from insightful expertise powered by a heart for the people. If we want a simplified platform entering our industry that can do it all, we want it made by someone who can do it all. You need to know this woman, unhindered by gender or minority standing.
Our Team
Drew Tirney, C(k)P®, CPFA®, CRPS®
National Sales Manager
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Drew’s professional retirement plan experience began in 2004. His extensive knowledge in the industry, primarily over the 17+ years he spent at Merrill Lynch as a Retirement Specialist, includes sales, service, strategy, and leadership positions.
Now, as the National Sales Manager at 401kInABox since 2022, Drew leverages his skills to promote 401(k) plans, profit-sharing plans, and the more unique cash balance plans as well. Drew’s primary focus continues to be to revolutionize the TPA industry through technology, proficiency, and partnerships.
In addition to his current role, Drew serves as a Content Creator, showcasing his skills in copywriting and social media primarily on LinkedIn. You can visit his posts here: @drewtirney
Drew holds an MBA in Finance from Rider University and a Bachelor's degree in Finance from Elizabethtown College. He’s earned industry designations such as the Chartered Retirement Plans Specialist, Certified Plan Fiduciary Advisor, and Certified 401(k) Professional.
A resident of Richboro, Pennsylvania Drew is a licensed volunteer soccer coach at Vereinigung Erzgebirge and passionate Philadelphia sports enthusiast. Most of all Drew enjoys spending time with his wife, three children, and extended family at the Jersey Shore.
With a passion for simplifying the business retirement plan experience, Drew Tirney continues to make a significant impact in the retirement plan industry.
Jeff Tirney
Head of Product & Operations
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With over 20 years of experience in the retirement plan industry, Jeff currently serves as Head of Product & Operations, specializing in simplifying compliance and administration through innovative, tech-driven solutions. He has held a number of positions focusing on the many different aspects of a retirement professional ranging from very technical actuarial work to plan design consulting. His knowledge and experience in many different market segments led him to his passion in leadership and product development.
Jeff recently joined 401KInABox from Ascensus where he served as the recordkeeper's Vice President of compliance overseeing a team of more than 200 people and serving over 170,000 clients. Jeff's focus remains on helping both clients and employees navigate the complexities of retirement planning, empowering them to achieve their long-term financial goals.
Built to Support You
TECHNOLOGY
TEAM
SERVICE
TEAM
Our in-house technology team is built on P4 Platform, the only independently owned, fully integrated TPA software stack in the industry. With over 10 years of TPA-specific development experience and leadership holding PMP certifications, our team delivers reliable, purpose-built technology that evolves with your needs.
OPERATIONS
TEAM
We have an experienced US-based service team committed to providing dedicated support and exceptional care to our clients.
DC Administration Support:
Dedicated relationship manager for each non-solo client
24-hour response service line for Solo plans, with access to retirement plan experts
Relationship mangers with ASPPA credentials including the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations
DB Administration:
Dedicated relationship manager for each client
Highly trained team of ASPPA credential holders
Expert planning consulting available through the team of experts
Integrated actuary and consultant consulting model to provide the best plan service
Our experienced operations team with decades of experience running global operations at some of the largest retirement plan providers in the country. We are proud of our team’s ability to lead extremely efficient small TPAs and provide a smooth experience for our clients.