Plan Sponsor Checklists

When searching for a provider and monitoring an existing provider, it’s important to perform a comprehensive analysis so you know exactly what you are getting in return for what you are actually paying.  Going through each of these plan sponsor checklists will help employers know exactly what they should be asking.

https://www.guideline.com/blog/choose-401-k-provider-checklist/

https://www.employeefiduciary.com/blog/how-to-evaluate-401k-provider-competence-in-2-easy-steps

https://www.forusall.com/401k-blog/401k-shopping-checklist/

https://www.forusall.com/401k-benchmarking/

https://www.irs.gov/pub/irs-pdf/p4531.pdf

https://www.irs.gov/pub/irs-tege/pub4531.pdf

https://www.journalofaccountancy.com/issues/2018/oct/401k-plan-features.html

Employers can also benefit from asking the questions shown here.