The 401(k) Shopping Checklist: What to Ask When Evaluating Retirement Plan Providers

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When evaluating 401(k) providers, proper due diligence is key. This guide will walk you through the top questions CFOs, HR executives, and benefits teams use in their retirement plan evaluation process. Use it to compare providers based on the 5 elements critical to every plan:cost: Keep both administrative & individual investment fees in checkEmployee Experience: Help employees take advantage & engageInvestment Selection: Offer low-fee options like target date fundsAdministrative Support: Automate day-to-day 401(k) administrationCompliance Liability: Ensure your plan meets DOL & IRS requirementsWhether you're curious how your current plan stacks up or actively evaluating new providers, the checklist will keep you organized. Complete the form above to get it instantly, or click below to learn more about ForUsAll's technology enabled 401(k) advisory for small and medium sized businesses.

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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.