We support employees with all levels of financial savviness, and offer everything from low-cost, institutional-quality target date and index funds, to self-directed individual brokerage accounts.
Nearly a quarter of life
is spent in retirement
We offer lifestage-specific education and advice for Millennials, Gen-Xers, and Boomers, and consider each employee’s whole financial picture – to best serve them. From Social Security strategy, to saving for a first home, we help make sure your employees’ finances are working for them.
Retirement planning is about more than just the destination, it’s about how you get there. We’re there every step of the way, sharing required notifications, but also payday, birthday, balance updates and more.
Work until you die retire.
Give your employees the retirement plan they deserve. Get started in minutes.
1. Based on ForUsAll client data as of February 2019
2. ForUsAll carries professional liability coverage of $5,000,000 which covers our ERISA plan advisory services. See our standard plan services agreement for more details.
3. ForUsAll plan fees on LT Trust as compared to the 401(k) Book of averages from 2018, 19th edition. Actual plan savings may vary and could be less than 43%.
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.