Contact Us
Blog
Advisors
Find 401(k) Advisors
Login

Services
Pricing
Investments
Why Us
401(k) Resource Center

877.401.5100

401(k) Knowledge Center

Have retirement plan questions? Search our knowledge center for answers.

401(k) Fees

The 3 Major Types of 401(k) Fees
'Hidden' 401(k) Fees – What Business Owners Need to Know
Administrative vs. Settlor 401(k) Fees

401(k) Investments

Investment-Related Fiduciary Responsibilities
Picking a 401(k) Fund Lineup
The 3 Forms of Professional 401(k) Advice

401(k) Plan Design

401(k) Plan Design – An Overview
401(k) Eligibility: When to Let Employees Join Your 401(k) Plan
401(k) Plan Compensation – What Employers Need to Know

401(k) Contributions

Roth 401(k) Deferrals — Answers to Common Questions
401(k) Matching Contributions – What Employers Need to Know
Everything You Need to Know About Voluntary 401(k) Contributions

401(k) Distributions

401(k) Distribution Rules – Frequently Asked Questions
In-Service Distribution Rules
Hardship Distributions – What You Need to Know

401(k) Administration

Annual Administration Basics
Required Annual 401(k) Testing
Form 5500 - FAQ

401(k) Nondiscrimination Testing

401(k) Plan Coverage Testing
Contribution Limits
The ADP & ACP Nondiscrimination Tests

Fiduciary Responsibility

The Basics of 401(k) Fiduciary Responsibility
Understanding a 401(k) Plan’s Fiduciary Hierarchy
401(k) Document Retention Rules

Shopping for a 401(k)

The 3 Forms of Professional 401(k) Advice
401(k) Shopping Checklist
Switching 401(k) Providers – What to Expect

Starting a Retirement Plan

Retirement Plan Options
401(k) Tax Benefits
Controlled Groups - What You Need to Know

Retirement Planning

The 3 Forms of Professional 401(k) Advice
401(k) Plan Basics
Calculators

Get a Custom 401(k) Proposal Today

Complete the form below and we'll email your proposal ASAP.

250 State Street, Mobile, AL 36603 Address

877.401.5100 Phone

251.436.0801 Fax

LinkedIn
Twitter
Facebook
Instagram

©2021 Employee Fiduciary

Privacy