Glossary of Terms

No 401(k) help center would be complete without a guide to the industry specific terminology associated with retirement plans. Untangle the jargon and learn what the insiders know.

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IRS Resources

The IRS has primary jurisdiction over the tax-qualified status of retirement plans. Check out our links as you consider all the elements that go into offering a 401(k) plan for your small business.

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DOL Resources

The Department of Labor (DOL) is responsible for administering and enforcing the fiduciary, reporting and disclosure provisions of ERISA. Check out our links to learn more about 401(k) fiduciary responsibilities, fees and participant rights.

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