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.
Fee Comparison Calculator
Price your plan on three well-known recordkeepers and instantly compare all-in fees across providers.
401(k) Benchmarking Guide
Use this interactive worksheet to help benchmark your plan, determine areas for improvement.
ebook
401(k) Benchmarking Guide
worksheet
401(k) Provider Comparison Worksheet
checklist
401(k) Fee Evaluation Checklist
white paper
Small Business 401(k) White Paper
ebook
401(k) VS. 403(b)
checklist
403(b) Shopping Checklist
ebook
401(k) Safe Harbor Handbook
calculator
401(k) Safe Harbor Calculator
checklist
Dept. of Labor Audit Checklist
ebook
401(k) Employee Engagement Ebook
whitepaper
401(k) Profit Sharing Whitepaper

From our blog

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Who are the Top 10 Small Business 401k Providers?
High turnover to contend with? Low employee engagement giving you a headache? Workers looking for the door? Revitalizing your employee this and that and then there…
JUNE 22, 2018
401(k) Recordkeeper: What They Do And What To Look For
401(k) recordkeepers hold more than $4.2 trillion of American’s retirement savings. So what exactly does a 401(k) recordkeeper do?
OCT 4, 2016
401(k) Expense Ratios: What Are Average 401(k) Fund Fees?
A low-cost structure increases the odds that you and your employees will reach retirement nirvana.
APRIL 7, 2017
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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.