1. Rebates are as follows: Plans with $1M to <$5M receive a rebate of $1000, $5m to <$10M – $2000, $10M or greater – $3000.
2. ForUsAll plan fees on LT Trust recordkeeper as compared to the 401(k) Book of averages from 2018, 19th edition. Actual plan savings may vary and could be less than 43%.
3. Based on ForUsAll client data as of June 2020.
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.