Upgrade your existing 401(k).

Up your existing 401(k)’s game with a 401(k) advisor that specializes in modernizing and automating your existing 401(k) – without changing providers.

With Advisor + you can modernize and automate your existing 401(k) – without changing providers. Get Started with ForUsAll

Easy upgrade!

Plan Health Check

We'll analyze your current plan, identify cost savings, find hidden compliance risks, and benchmark your plan.

Try it out - for free

We'll recommend plan changes and let you test-drive ForUsAll's platform for 90 days.

You decide

If you see value, we'll get the work and implement changes designed to lower costs and improve employee outcomes.

Pricing

We keep it simple for you and don’t charge setup fees. That’s because low fees mean more saving – which is the whole point of a 401(k).

Unlock the power of investment choice

Simple core menu with optional self-directed windows that provide more opportunities for growth, diversification and customization.  Open the universe to stocks, bonds, ETFs and even crypto. 

Financial wellness advisors

DAVE, our virtual advisor, gives your employees smart, actionable answers to their questions. ForUsAll's human advisors lead employee webinars, provide personalized advice and even meet 1:1.

Stay compliant, automatically

Fully-automatic administration that comes with full fiduciary protection: 3(38) Investment Fiduciary + 3(16) Administrative Fiduciary.

Advisory fee
0.20% - 0.40%
Of plan assets
Includes:
Expanded investment options
Auto admin & payroll integration
Full fiduciary support (investment + administration)
Financial advisors for every employee
Advanced plan design (profit-sharing, cash balance plans)
Get Started

We work with your existing 401(k) provider

ForUsAll works with the leading 401(k) providers, allowing you to easily add payroll integration, enhanced fiduciary protection, and more help for employees - without changing providers. We can help lower costs by getting competitive bids from the top 401(k) providers and then negotiating lower fees on your behalf.

FAQs

Stuck in the FAQ Vortex? Let's find your answer! If you still can’t find it, give us a shout, we're always here to help.

Who is the Advisor+ product best suited for?

Advisor+ is best for companies looking to upgrade their current 401(k) plan and lower costs without changing providers.

How does Advisor+ work with our existing 401(k) provider?

Advisor+ is designed to work with your existing 401(k) provider, making it easy to upgrade your plan and take advantage of its features without having to change providers.

How does the payroll integration with Advisor+ work?

ForUsAll's payroll integrations streamline the 401(k) contribution process by automatically syncing payroll with your recordkeeper, saving time and reducing errors. No more manually updating savings rates or loans in payroll. No more manually uploading payroll files.

How does ForUsAll help employees?

ForUsAll's can provide holistic financiall wellness and 401(k) advice to your employees via 1:1 advisory sessions, webinars alongside a broad range of personalized communications and online tools.

How does ForUsAll protect the company from fiduciary liability?

ForUsAll offers fiduciary protection to help protect the company from legal and financial responsibility for the 401(k) plan. This includes providing the necessary support and resources to ensure plan compliance, as well as helping to manage investment risks and protect employee benefits.

How does Advisor+ help lower the costs of our 401(k) plan?

ForUsAll can help negotiate lower recordkeeping fees by obtaining competitive quotes from leading 401(k) recordkeeping platforms. ForUsAll can then directly negotiate with your provider on your behalf to help ensure you get competitive fees for your plan.

How does ForUsAll protect the company from fiduciary liability?

ForUsAll offers fiduciary protection to help protect the company from legal and financial responsibility for the 401(k) plan. This includes providing the necessary support and resources to ensure plan compliance, as well as helping to manage investment risks and protect employee benefits.

Subscribe
Join our newsletter to stay up to date on features and releases.
Subscribe
By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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.