Does your 401(k) advisor work for your employees?
Or are you still doing all the work?
Independent 401(k) advice for small and mid-sized businesses
Our team of advisors and technologists brings experience managing Fortune 500 companies’ 401(k)s to the small and mid-sized business community. Unlike traditional 401(k) advisors, ForUsAll takes on both the investment and administration responsibilities – so that smaller companies can reduce the liability and workload associated with offering a retirement plan.
Plan Administration
We sync payroll with your 401(k) to automate administrative reduce work and reduce your liability.
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Lower Fees
Control your all-in costs with substantially lower employee and employer fees.
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Selected 401(k) research and industry papers
401(K) RFP TEMPLATE
A comprehensive RFP template you can send directly to advisors. Establish a rigorous evaluation process and gather actionable insights to find the right low-fee retirement plan.
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401(K) SHOPPING CHECKLIST
This worksheet is designed to organize your research when comparing 401(k) plan options. Use it to quickly identify providers with the five essentials of every successful 401(k).
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401(K) BENCHMARKING CENTER
Benchmark your plan in four easy steps to see how it stacks up against others its size. You'll find a variety of tools to help you assess overall plan health and identify ways to improve.
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SEE MORE 401(K) RESOURCES
Low Cost, Transparent Pricing
As an independent 401(k) advisor, we take pride in constructing low-cost retirement plans that aren't loaded with sales commissions or unnecessary fees.
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Safe Harbor Calculator
How much will Safe Harbor add to your payroll costs? Use our free 401(k) safe harbor plan cost calculator to find out.
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Ready to upgrade your company's 401(k) plan? Talk to a retirement consultant today.