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.
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.
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).
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.
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.
How much will Safe Harbor add to your payroll costs? Use our free 401(k) safe harbor plan cost calculator to find out.