401(k) Resources
401(k) Resources
401(k) Resources
Dec 14, 2025
Trump Crypto Executive Order and 401(k)s: What It Does and Does Not Change for Plan Sponsors
Trump Crypto Executive Order and 401(k)s: What It Does and Does Not Change for Plan Sponsors
Dec 12, 2025
IRA vs 401(k) Fees: What Employers Should Communicate About Total Cost
IRA vs 401(k) Fees: What Employers Should Communicate About Total Cost
Dec 10, 2025
401(k) Rollover vs Transfer: Clean Definitions, Timing, and Pitfalls for HR and Finance
401(k) Rollover vs Transfer: Clean Definitions, Timing, and Pitfalls for HR and Finance
Dec 8, 2025
Transfer a 401(k) to Bitcoin? Rollover vs Transfer and What Is Actually Possible
Transfer a 401(k) to Bitcoin? Rollover vs Transfer and What Is Actually Possible
Dec 6, 2025
Template: Ask Your Employer to Add Crypto to Our 401(k) (Copy-Paste Email)
Template: Ask Your Employer to Add Crypto to Our 401(k) (Copy-Paste Email)
Dec 5, 2025
Streamlining Distribution Options: What Plan Consultants Should Know
Streamlining Distribution Options: What Plan Consultants Should Know
Dec 4, 2025
Why Is There Crypto in My 401(k)?
Why Is There Crypto in My 401(k)?
Dec 2, 2025
Risk Controls for Crypto in 401(k) Plans: Caps, Eligibility & Auto-Features
Risk Controls for Crypto in 401(k) Plans: Caps, Eligibility & Auto-Features
Nov 30, 2025
Adding Crypto to Your Investment Policy Statement (IPS): A Practical Guide
Adding Crypto to Your Investment Policy Statement (IPS): A Practical Guide
Nov 28, 2025
20 Due-Diligence Questions to Ask a Crypto 401(k) Provider
20 Due-Diligence Questions to Ask a Crypto 401(k) Provider
Nov 26, 2025
Fidelity’s Crypto 401(k): How the Digital Assets Account (DAA) Works - and Alternatives
Fidelity’s Crypto 401(k): How the Digital Assets Account (DAA) Works - and Alternatives
Nov 24, 2025
Crypto in the 401(k): Policy, Process & Provider Checklist for Employers
Crypto in the 401(k): Policy, Process & Provider Checklist for Employers
Nov 22, 2025
Bitcoin ETFs vs. Direct Crypto in a 401(k): What’s Different for Sponsors?
Bitcoin ETFs vs. Direct Crypto in a 401(k): What’s Different for Sponsors?
Nov 20, 2025
Is Bitcoin in Your 401(k) a Good Idea or an Avoidable Risk
Is Bitcoin in Your 401(k) a Good Idea or an Avoidable Risk
Nov 18, 2025
Can I Use My 401(k) to Buy Cryptocurrency? Options for Employees and HR
Can I Use My 401(k) to Buy Cryptocurrency? Options for Employees and HR
Nov 16, 2025
How to Offer Crypto in a 401(k) (Without Breaking ERISA)
How to Offer Crypto in a 401(k) (Without Breaking ERISA)
Nov 14, 2025
Can Employees Hold Bitcoin in a 401(k)? What Plan Sponsors Should Know
Can Employees Hold Bitcoin in a 401(k)? What Plan Sponsors Should Know
Nov 12, 2025
Blackout Period Checklist for 401(k) Migrations
Blackout Period Checklist for 401(k) Migrations
Nov 10, 2025
30/60/90-Day Guide: When to Expect Steady-State After Switching Providers
30/60/90-Day Guide: When to Expect Steady-State After Switching Providers
Nov 8, 2025
Provider Transition Checklist for HR
Provider Transition Checklist for HR
Nov 6, 2025
Employee Communication Templates for Provider Changes
Employee Communication Templates for Provider Changes
Nov 2, 2025
Moving to a New 401(k) Provider: Step-by-Step for HR Leaders
Moving to a New 401(k) Provider: Step-by-Step for HR Leaders
Oct 30, 2025
Guideline Deconversion: Timeline, Blackout Periods, and How to Prepare
Guideline Deconversion: Timeline, Blackout Periods, and How to Prepare
Oct 28, 2025
Guideline Support Changes: How to Plan for Continuity
Guideline Support Changes: How to Plan for Continuity
Oct 26, 2025
If You’re a Guideline Customer and Don’t Use Gusto: Your Options
If You’re a Guideline Customer and Don’t Use Gusto: Your Options
Oct 24, 2025
Alternatives to Guideline for Mid-Market Employers: Pricing, Flexibility, Support
Alternatives to Guideline for Mid-Market Employers: Pricing, Flexibility, Support
Oct 22, 2025
Switching 401(k) Providers: Your No-Drama Playbook
Switching 401(k) Providers: Your No-Drama Playbook
Oct 20, 2025
What the Guideline Acquisition Means for Employers (Support, Pricing, Transitions)
What the Guideline Acquisition Means for Employers (Support, Pricing, Transitions)
Oct 18, 2025
Guideline Acquired by Gusto: What Employers Should Expect
Guideline Acquired by Gusto: What Employers Should Expect
Oct 17, 2025
What Employers Need to Know About 408(b)(2) Disclosures
What Employers Need to Know About 408(b)(2) Disclosures
Oct 16, 2025
A Practical Guide to 401(k) Fee Disclosures for Employers
A Practical Guide to 401(k) Fee Disclosures for Employers
Oct 15, 2025
Mid-Market 401(k) Benchmarks (250–1,999 Employees): Fees & Participation
Mid-Market 401(k) Benchmarks (250–1,999 Employees): Fees & Participation
Oct 14, 2025
401(k) Advantages for Employers: Beyond a Check-the-Box Benefit
401(k) Advantages for Employers: Beyond a Check-the-Box Benefit
Oct 13, 2025
Profit Sharing vs 401(k): Plan Design Tradeoffs for Mid-Market Companies
Profit Sharing vs 401(k): Plan Design Tradeoffs for Mid-Market Companies
Oct 12, 2025
How to Build a 401(k) RFP That Gets Real Responses (+ Downloadable Template)
How to Build a 401(k) RFP That Gets Real Responses (+ Downloadable Template)
Oct 11, 2025
Participant Fees vs Employer Fees: Getting the Balance Right
Participant Fees vs Employer Fees: Getting the Balance Right
Oct 10, 2025
401(k) Provider Pricing: True Costs for Employers vs Employees
401(k) Provider Pricing: True Costs for Employers vs Employees
Oct 8, 2025
How Much Should Employers Pay in 401(k) Fees? A Mid-Market Benchmark
How Much Should Employers Pay in 401(k) Fees? A Mid-Market Benchmark
Oct 6, 2025
401(k) Plan Fees Explained: How Costs Scale as Your Business Grows
401(k) Plan Fees Explained: How Costs Scale as Your Business Grows
Oct 4, 2025
Largest 401(k) Providers: What Mid-Market Employers Should Know
Largest 401(k) Providers: What Mid-Market Employers Should Know
Oct 2, 2025
How Mid-Market Employers Evaluate 401(k) Plan Providers
How Mid-Market Employers Evaluate 401(k) Plan Providers
Sep 30, 2025
Best 401(k) Providers for Mid-Market Companies (Fees, Flexibility, Support)
Best 401(k) Providers for Mid-Market Companies (Fees, Flexibility, Support)
Sep 28, 2025