Beyond the Traditional 401(k) Advisor

Fortune 500 retirement plan advice for small and mid-sized business

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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 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.

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 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:

  • Lower fees through our investment selection and recordkeeping recommendation.
  • Drive employee participation and savings via smart plan design and technology.
  • Reduce the administrative overhead by linking payroll and recordkeeping platforms.
Talk to our advisor team today about improving your firm's retirement plan.
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1. ForUsAll plan fees on LT Trust as compared to the 401(k) Book of averages from 2018, 19th edition. Actual plan savings may vary and could be less than 43%.
2. ForUsAll carries professional liability coverage of $5,000,000 which covers our ERISA plan advisory services. See our standard plan services agreement for more details.
3. Based on ForUsAll client data as of February 2019.

Note: ForUsAll 401(k) Logo Use Disclaimer: Any product names, logos, brands, and other trademarks or images featured or referred to on 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 customers who have approved their logo use or are posted to represent the ForUsAll payroll integration capabilities with ADP, Paychex, Gusto, Namely, TriNet, Intuit, Quickbooks, and other providers. They do not signify endorsement by those companies. Fee estimates produced with our pricing calculator are intended as ballpark estimates and may vary based on workforce demographics, recordkeeper partnerships, and plan design. Based on your company’s size, we will provide up to three non-binding estimates. To get an exact quote, talk to us today.

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