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Pooled 401(k) Plan Fees – A Case Study
We compared the 401(k) fees paid by pooled and single-employer plans. The pooled plan costs more due to a higher percentage of asset-based fees.
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401(k) Plan Design Study: Safe Harbor and Roth Adoption Is Up
Proper 401(k) plan design can help a small business meet its plan goals at the lowest possible cost. Our study summarizes the designs of 4,330 401(k) plans.
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401(k) Nondiscrimination Testing Study – What % of Plans Fail?
Our 401(k) nondiscrimination testing study shows the percentage of small business plans that fail the ADP/ACP, top-heavy, 402(g), and 415 tests.
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401(k) Fee Study: How Much Does a Fiduciary-Grade Advisor Cost?
Our fee study of 860 fiduciary-grade 401(k) financial advisors shows impartial advice reduces the total cost of a retirement plan. Employers should not settle for less.
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401(k) Fee Study: 75% of Small Business Plans Pay Hidden Fees
“Are my 401(k) fees too high?” is a common question asked by both plan sponsors and participants. Our small business fee study can give some perspective.
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Small Business 401(k) Plan Design Study: What 3,975 401(k) Plans Are Doing
The right 401(k) plan design can help a small business meet plan goals at the lowest possible cost. Our study summarizes the designs of 3,975 401(k) plans
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Fee Study of 525 401(k) Financial Advisors – Fiduciary Advice Costs Less!
To lower their 401k plan liability, small businesses should only hire fiduciary-grade financial advisors. Our study shows their superior care can cost less.
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401k Plan Design Study: What 2,767 Small Business 401k Plans Are Doing
The right 401k plan design can save a small business thousands of dollars annually. Our plan design study summarizes findings for 2,767 401k plans
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(Possibly) The Biggest Small Business 401(k) Fee Study Ever!
Small business 401k fee data is difficult to find. Employee Fiduciary has summarized the fees of 121 401k plans with an average of $1M in plan assets
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