Beyond the Traditional 401(k) Advisor
Fortune 500 retirement plan advice for small and mid-sized business
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 to solve real problems for 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 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.
Offer your employees prudent, low cost investments designed to drive participant success.
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Get a 3(38) and a 3(16) fiduciary to reduce both your personal and your firm’s liability.
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Learn how smart 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:
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Lower fees through our investment selection and recordkeeping recommendation.
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Drive employee participation and savings via smart plan design and technology.
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Reduce the administrative overhead by linking payroll and recordkeeping platforms.
