A landing page of information breaking down retirement savings and 401(k) fees through a mixture of webcasts, videos, FAQs, publications and more.
With a section dedicated just to 401(k)'s, this landing page provides investor bulletins, information on plan fees and retirement savings guidance.
A fact sheet designed to help business owners/plan sponsors select a qualified, competent service provider.
If your employee benefit plan has 100 or more participants, federal law requires you to have an audit as part of your obligation to file Form 5500. This booklet offers guidance on selecting an auditor and reviewing the audit report.
This downloadable guide is a quick reference tool for certain basic reporting and disclosure requirements under ERISA. It is not a replacement for complete ERISA reporting and disclosure requirements.
A series of seminars and webcasts that educate plan sponsors about their fiduciary responsibilities under ERISA.
A tutorial providing information and answers to a variety of questions about who is a fiduciary and their responsibilities under ERISA.
A booklet, also in Spanish, providing an overview of basic fiduciary responsibilities applicable to retirement plans.
Developed by the DOL and the SEC, this set of questions helps fiduciaries evaluate the objectivity of recommendations provided by pension consultants.
A basic introduction to Target Date Retirement Funds and what to keep in mind when choosing them as an investment option.
Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans:
This printer friendly booklet helps plan sponsors better understand and evaluate their 401(k) plan’s fees and expenses.
A printer-friendly booklet that answers common questions about fees and expenses paid by your 401(k) plan.
Helpful guidance on how to evaluate the costs associated with investment choices in your plan.
A downloadable form developed by banking, insurance and mutual fund trade groups to provide employers with a way to collect and compare investment fees and administrative costs of competing providers of plan services. This form was not developed by the Department and was not designed to ensure compliance with the Department’s regulations on service provider fee disclosure to plans or plan fee disclosure to 401(k) plan participants and beneficiaries.
A printer-friendly booklet with information on how to monitor your retirement plan and benefits.
Directed at young employees, this information highlights the benefits of retirement planning and encourages them to participate in their company’s plan.
Resources that explain different types of investments and the importance of diversification in any investment portfolio.
Filing a claim for Social Security benefits? You may receive a private benefit notice — a reminder about private employer benefits that you have earned.
Facts about your retirement benefits when faced with your employer’s bankruptcy.
For employees who have lost their job, this Q&A guide provides information on retirement and health benefits.
Members of U.S. military reserves have special concerns when deploying for duty. This Q&A guide addresses their unique situation with regards to retirement and health care benefits.
Covers basic information about this type of fund and how to evaluate its inclusion in your investment mix.
A fiduciary is bound to serve you with no conflicts of interest. This list of questions will help you evaluate a potential advisor.
Identify potential calculation errors and learn how you can safeguard your pension.
A definition of these plans and how they differ from 401(k)'s and traditional pension plans.
Information on dividing a plan participant’s interest in a retirement plan under the qualified domestic relations order, or “QDRO.”
A landing page for the laws and regulations related to ERISA.
Conduct a search query and learn if a plan has been (or is in the process of being) terminated.
A listing of notices about multi-employer pension plans that are experiencing funding or liquidity problems.
Instructions on conducting a search query of pension plans and their technical data regarding the ability of the plan to pay out benefits as promised.