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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