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An experienced retirement advisory team with your best interests in mind

We are an independent 401(k) advisor using our deep retirement planning expertise and technology know-how to solve the real problems facing small and mid-sized businesses. Prior to founding ForUsAll, our team managed over $50 billion in 401(k) assets for Fortune 500 companies, and we know what it takes to drive participant success, lower fiduciary risk, and reduce 401(k) fees.

Independent advice for your business and employees

As an independent advisor, we work with you to find the right recordkeeper and investments, construct a smart plan design, handle ERISA compliance and fiduciary responsibilities, and drive participant success with a technology-driven education and engagement strategy. Our team of investment advisor representatives is available to answer employee financial wellness and investment questions, and our operations specialists will keep your plan administration running smoothly.

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Investment Selection

Offer your employees prudent, low cost investments designed to drive participant success.

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Fiduciary Coverage

Get a 3(38) and a 3(16) fiduciary to reduce both your personal and your firm’s liability.

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Safe Harbor Experts

Learn how plan design can help you avoid having to offer a safe harbor plan.

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Our Approach

We’ve taken our learnings from working with Fortune 500 companies and brought them to the companies that often get charged the most in fees by other 401(k) advisors, specifically plans with fewer than $100 million in their plan. Our approach is simple:

  • icons/icon-money-arrow-down.svg Lower fees through our investment selection and recordkeeping recommendation.
  • icons/icon-happy-face.svg Drive employee participation and savings via smart plan design and technology.
  • icons/icon-paperwork.svg Reduce the administrative overhead by linking payroll and recordkeeping platforms.

© 2017 ForUsAll, Inc. All rights reserved.

ForUsAll 401(k) Payroll Integrations Logo Use Disclaimer: Any product names, logos, brands, and other trademarks or images featured or referred to within the ForUsAll website are the property of their respective trademark holders. These trademark holders are not affiliated with ForUsAll, our products, or our websites. The logos represent ForUsAll 401(k) payroll integration capabilities with ADP, Paychex, Gusto, Namely, TriNet, Intuit, and Quickbooks.