The 401(k) business is complex. We are always available to help you better understand the 401(k) industry and its many nuances. Here are a few areas on the web that have credible and insightful information.
Internal Revenue Service (IRS) Resources:
- The Tax Information for Retirement Plans Community section of the IRS website is dedicated to retirement plan matters, including 401(k) plans. This page includes filing forms, tax returns, guides, and reports. Additional information available on this page includes:
- The IRS Retirement Plans Navigator provides basic information on choosing, maintaining, and correcting a retirement plan.
Department of Labor (DOL) Resources:
- Please visit Understanding Your Retirement Plan Fees where the U.S. Department of Labor breaks down retirement savings and 401(k) fees through a mixture of webcasts, videos, FAQs, publications, and more.
- Take a look at the Labor Department’s Consumer Information on Retirement Plans where they break down general information on retirement, 401(k) plan contributions and fees, and retirement saving guidance.
- Come visit the Labor Department’s Fiduciary Education Campaign to learn more about your fiduciary responsibilities under the Employee Retirement Income Security Act (ERISA). Information that can be found at this site includes:
- An ERISA Fiduciary Advisor tutorial, which provides information and answers to a variety of questions about who is a fiduciary and their responsibilities under ERISA.
- A Meeting Your Fiduciary Responsibilities booklet, which provides an overview of the basic fiduciary responsibilities applicable to retirement plans under the law.
