Should you get your company’s 401(k) from a PEO?

January 17, 2017 by Healy Jones

It’s not unusual for small and mid-sized businesses to rely on an outside organization to handle HR needs – a Professional Employer Organization, or PEO. […]

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ForUsAll in Press in the Fourth Quarter

January 12, 2017 by Healy Jones

The fourth quarter of 2017 was a busy time for us here at ForUsAll. It’s been a while since we reviewed the recent ForUsAll news, […]

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New Milestone: $100M in assets under management

January 10, 2017 by Shin Inoue

ForUsAll has crossed a major milestone in the asset management industry – we now manage over $100 million in 401(k) assets. When we announced the […]

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Five 401(k) best practices for your company’s plan in 2017

January 6, 2017 by Esther Kim

Offering a genuinely helpful 401(k) plan can be tricky. If you’re tapped out on resources or lack the expertise, it’s hard to keep all of […]

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401k millennial

Top 401(k) Blog Posts of Q4

December 23, 2016 by Healy Jones

It’s hard to believe that 2016 is almost over! As the end of of the year approaches, it is time to reflect on some of […]

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Fiduciary Rule

Department of Labor Fiduciary Rule: What Will Change

December 12, 2016 by Esther Kim

As a registered investment advisor and an ERISA 3(38) fiduciary, the ForUsAll team is a big fan of the Department of Labor’s fiduciary rule aimed […]

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DOL Fiduciary Rule

Department of Labor Fiduciary Rule: Basic Guidelines and Checklist

December 8, 2016 by Esther Kim

As the 401(k) industry gets more tightly regulated, with the Department of Labor fiduciary rule and more employee class-action lawsuits, we’re increasingly seeing an ever-greater […]

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ForUsAll’s Participant Success Benchmark Study: Comparing Jumbo PSCA Plans to Small- and Mid-Sized ForUsAll Plans

December 6, 2016 by Esther Kim

The ForUsAll advisory team regularly benchmarks clients’ success against employee participation and savings rates. These metrics show the percent of eligible employees who save into […]

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Department of Labor Fiduciary Rule BIC Exemption

DOL Fiduciary Rule: What is the BIC Exemption (and why should you care)

December 1, 2016 by Esther Kim

The Department of Labor passed a ruling in 2016 mandating that anyone who provides investment advice on 401(k) and 403(b) plans must act in the best […]

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401k fiduciary services

3(21), 3(38), or 3(16): Find the Right 401(k) Fiduciary Services For You

November 23, 2016 by Esther Kim

Hiring an ERISA 401(k) fiduciary to take on 401(k) fiduciary services protects your company by officially delegating most of the work on the 401(k) plan. After […]

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