ForUsAll Launches the Safe Harbor 401(k) Resource Center

November 10, 2016
1 min read
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****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 Center will arm your team with plenty of information, tools, and insights to help you decide whether a Safe Harbor 401(k) plan is right for your business.

Featured in PlanSponsor and 401k Help Center, expect to find in the ForUsAll Safe Harbor 401(k) Resource Center:

Safe Harbor 401(k) plans are a last-resort for employers looking to bypass certain IRS compliance tests. “As an independent 401(k) advisor and fiduciary, we work hard to help our clients achieve high participation rates and avoid having to offer a safe harbor plan,” said David Ramirez, ForUsAll’s Chief Investment Officer. “We are offering this Safe Harbor Resource Center knowing that plan sponsors have questions about their existing plans, but aren’t getting straight answers about Safe Harbor costs and implications from their current service providers. And we know that if their existing advisor is not helping them become compliant and still struggling to meet fiduciary requirements, we might be able to help.”

To make sense of your 401(k) and further talk through options like Safe Harbor and potential alternatives, chat with a ForUsAll retirement plan advisor.

Download the 2023 Safe Harbor Guide

Understand new rules for 2023, benefits of Safe Harbor and strategies to minimize Safe Harbor costs.

Get Started
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David Ramirez - CEO at ForUsAll
Esther Kim

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This material has been prepared for informational and educational purposes only and should not be construed as a recommendation by ForUsAll, Inc., its affiliates or employees (collectively, “ForUsAll”)  to activate a cryptocurrency window or invest in crypto.  Investing in crypto can be risky and investors must be able to afford to lose their entire investment.  You should consult with your own advisers before activating a cryptocurrency window or investing in crypto.  ForUsAll does not provide legal, tax, or accounting advice. Please refer to your Plan's fee disclosure for more details.© 2023 ForUsAll, Inc. All rights reserved.
1 Schwab 2022 401(k) Participant Study - Gen Z/Millenial Focus, October 2022.
2 As of 12/31/2022. Employees include both current employees and terminated participants with a balance.
3 "Morgan Stanley At Work: The Value of a Financial Advisor" Morgan Stanley, March 2022.
4 Sarah Britton was a client when she provided this testimonial through an independent third party review website. She received no compensation for her remarks. There are no known conflicts of interest in the provision of her comments related to the services provided.