Employees have entrusted their retirement assets to your care.
Find out how with The 401(k) Owner\'s Manual..
While maintaining a best-in-class 401(k) plan may seem daunting, you can lower costs and provide personalized retirement planning and investment advice to employees - all with minimal fiduciary risk.
Moreover, if your organization is a 501(c)(3) not-for-profit agency, foundation, or private school, this manual is applicable in almost all respects to ERISA 403(b) plans.
Govern your plan to limit liability and protect fiduciaries, while enhancing investment opportunities and helping employees achieve financial security.
Make prudent decisions concerning costs, vendor selection, investments, plan design and operations.
Three retirement plan professionals help you: Understand how 401(k) plans work and the features that drive successful employee retirement outcomes.
Are you making the right decisions?Whether you are a business owner or corporate manager responsible for establishing and maintaining a 401(k) program or an engaged participant interested in plan design, this manual provides practical recommendations on creating and maintaining a best-in-class plan.
Employees have entrusted their retirement assets to your care
