Small Business
401(k) Resources

401(k) RFP Template
Get a comprehensive RFP template to establish a rigorous evaluation process and find the right retirement plan.
401(k) Advisor RFP Template
Evaluate 401(k) advisors for your company with our in-depth RFP template.
401(k) Benchmarking Guide
Use this interactive worksheet to help benchmark your plan and determine areas of improvement.
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401(k) Benchmarking Guide
worksheet
401(k) Provider Comparison Worksheet
checklist
401(k) Fee Evaluation Checklist
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401(k) VS. 403(b)
calculator
401(k) Safe Harbor Calculator
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401(k) Employee Engagement Ebook
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401(k) Profit Sharing Whitepaper
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401(k) Retention Whitepaper

From our blog

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Who are the Best 401(k) Providers for Small Business?
Sounds like a simple question? When it comes to finding the right 401(k) provider for your small business, it’s actually harder than you’d think.
DEC 15, 2016
401(k) Expense Ratios: What Are Average 401(k) Fund Fees?
So your company’s 401(k) plan is doing well... while the investing may appear to be going great, there’s a potential sieve that could slowly rob you and your employees..
APR 6, 2017
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The Complete Guide to a Fast, Pain-Free 401(k) Audit
If you’re responsible for your company’s 401(k) administration, you probably know that the annual 401(k) audit is not a fun process. In fact, we’d go as far as to say that it sucks.
APRIL 7, 2017
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1. Based on ForUsAll client data as of February 2019
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. 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%.

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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