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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Safe Harbor matching contribution

Safe Harbor Matching Contribution: New Calculator to Easily Estimate Safe Harbor Costs

November 17, 2016 by Esther Kim

If you’ve failed the IRS nondiscrimination test or want to ensure your highly-compensated employees can max out their annual 401(k) contributions, offering a Safe Harbor […]

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401(k) RFP

401(k) RFP Template: Evaluate Top 401(k) Plan Providers Today

November 15, 2016 by Esther Kim

Between the traditional, more expensive 401(k) advisor/broker and the independent advisor, a new class of 401(k) advisors has sprung up to serve the small plan […]

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ForUsAll Launches the Safe Harbor 401(k) Resource Center

November 10, 2016 by Esther Kim

Our 401(k) advisor team at ForUsAll is excited to announce a new resource for HR, finance, and benefits teams. The new Safe Harbor Plan Resource […]

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401(k) Matching: 3 reasons why your boss will want to match your 401(k)

November 8, 2016 by Davis Yates

Let’s face it; it’s probable that most of your employees are anxious about their retirement. Heck, as someone likely administering the 401(k) plan and participating […]

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Three Things Employees Should Get From Their 401(k) Investment Advisor

November 4, 2016 by Inbar Koppel

“It is very difficult to make really big, important, life-changing decisions because we are all susceptible to a formidable array of decision biases. There are more of […]

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