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

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 check
  • Employee Experience: Help employees take advantage & engage
  • Investment Selection: Offer low-fee options like target date funds
  • Administrative Support: Automate day-to-day 401(k) administration
  • Compliance Liability: Ensure your plan meets DOL & IRS requirements

Whether 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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401(k) Provider Evaluation Checklist:
 

Curious how ForUsAll improves small and mid-sized businesses' retirement plans? Watch the video above to learn what sets us apart from from traditional advisors.

 

Curious how ForUsAll improves small and mid-sized businesses' retirement plans? Watch the video above to learn what sets us apart from from traditional advisors.

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ForUsAll leverages technology and smarter plan design to lower fees and automate day-to-day 401(k) administration. That means less work for you at a fraction of the cost of traditional providers. Talk to us today to learn how we can improve your retirement plan.
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