Free 401(k) Guides for Employers

The HR Team's Guide to 401(k) Compliance

Nondiscrimination testing, Form 5500, DOL audit triggers, and a 2026 compliance calendar

The HR Team's Guide to 401(k) Compliance.pdf

PDF

7

pages

4.2 MB

The HR Team's Guide to 401(k) Compliance

Nondiscrimination testing, Form 5500, DOL audit triggers, and a 2026 compliance calendar

The Plan Sponsor's Complete Guide to Safe Harbor 401(k) Plans

Match formulas, testing exemptions, 2026 limits, and how to implement without adding HR overhead

The Plan Sponsor's Complete Guide to Safe Harbor 401(k) Plans.pdf

PDF

7

pages

4.2 MB

The Plan Sponsor's Complete Guide to Safe Harbor 401(k) Plans

Match formulas, testing exemptions, 2026 limits, and how to implement without adding HR overhead

401(k) Fiduciary Duty: A Practical Handbook for Plan Sponsors

What ERISA requires, what can go wrong, and how to protect yourself and your employees

401(k) Fiduciary Duty- A Practical Handbook for Plan Sponsors.pdf

PDF

6

pages

4 MB

401(k) Fiduciary Duty: A Practical Handbook for Plan Sponsors

What ERISA requires, what can go wrong, and how to protect yourself and your employees

401(k) Plan Design for Mid-Market Employers

Match formulas, vesting schedules, profit sharing, and the decisions that shape your plan for years

Plan Design for Mid-Market Employers.pdf

PDF

4

pages

1.8 MB

401(k) Plan Design for Mid-Market Employers

Match formulas, vesting schedules, profit sharing, and the decisions that shape your plan for years

The Advisor's Guide to Evaluating 401(k) Platforms

Recordkeeping quality, technology, fees, and participant experience across five evaluation dimensions

The Advisor's Guide to Evaluating 401(k) Platforms.pdf

PDF

4

pages

3.2 MB

The Advisor's Guide to Evaluating 401(k) Platforms

Recordkeeping quality, technology, fees, and participant experience across five evaluation dimensions

The 401(k) Participant Experience: How Technology Drives Enrollment, Savings, and Retention

Auto-enrollment design, mobile access, and the features that drive participation outcomes

The 401k Participant Experience.pdf

PDF

4

pages

3.3 MB

The 401(k) Participant Experience: How Technology Drives Enrollment, Savings, and Retention

Auto-enrollment design, mobile access, and the features that drive participation outcomes

Payroll and 401(k) Integration: How It Works and What Goes Wrong

How contribution data flows, where it breaks, and the questions to ask before you switch

Payroll and 401(k) Integration- How It Works and What Goes Wrong.pdf

PDF

4

pages

4 MB

Downloadable Guides

The HR Team's Guide to 401(k) Compliance

The HR Team's Guide to 401(k) Compliance

The HR Team's Guide to 401(k) Compliance

The HR Team's Guide to 401(k) Compliance

Nondiscrimination testing, Form 5500, DOL audit triggers, and a 2026 compliance calendar

Nondiscrimination testing, Form 5500, DOL audit triggers, and a 2026 compliance calendar

Nondiscrimination testing, Form 5500, DOL audit triggers, and a 2026 compliance calendar

The Plan Sponsor's Complete Guide to Safe Harbor 401(k) Plans

The Plan Sponsor's Complete Guide to Safe Harbor 401(k) Plans

The Plan Sponsor's Complete Guide to Safe Harbor 401(k) Plans

The Plan Sponsor's Complete Guide to Safe Harbor 401(k) Plans

Match formulas, testing exemptions, 2026 limits, and how to implement without adding HR overhead

Match formulas, testing exemptions, 2026 limits, and how to implement without adding HR overhead

Match formulas, testing exemptions, 2026 limits, and how to implement without adding HR overhead

401(k) Fiduciary Duty: A Practical Handbook for Plan Sponsors

401(k) Fiduciary Duty: A Practical Handbook for Plan Sponsors

401(k) Fiduciary Duty: A Practical Handbook for Plan Sponsors

401(k) Fiduciary Duty: A Practical Handbook for Plan Sponsors

What ERISA requires, what can go wrong, and how to protect yourself and your employees

What ERISA requires, what can go wrong, and how to protect yourself and your employees

What ERISA requires, what can go wrong, and how to protect yourself and your employees

401(k) Plan Design for Mid-Market Employers

401(k) Plan Design for Mid-Market Employers

401(k) Plan Design for Mid-Market Employers

401(k) Plan Design for Mid-Market Employers

Match formulas, vesting schedules, profit sharing, and the decisions that shape your plan for years

Match formulas, vesting schedules, profit sharing, and the decisions that shape your plan for years

Match formulas, vesting schedules, profit sharing, and the decisions that shape your plan for years

The Advisor's Guide to Evaluating 401(k) Platforms

The Advisor's Guide to Evaluating 401(k) Platforms

The Advisor's Guide to Evaluating 401(k) Platforms

The Advisor's Guide to Evaluating 401(k) Platforms

Recordkeeping quality, technology, fees, and participant experience across five evaluation dimensions

Recordkeeping quality, technology, fees, and participant experience across five evaluation dimensions

Recordkeeping quality, technology, fees, and participant experience across five evaluation dimensions

The 401(k) Participant Experience: How Technology Drives Enrollment, Savings, and Retention

The 401(k) Participant Experience: How Technology Drives Enrollment, Savings, and Retention

The 401(k) Participant Experience: How Technology Drives Enrollment, Savings, and Retention

The 401(k) Participant Experience: How Technology Drives Enrollment, Savings, and Retention

Auto-enrollment design, mobile access, and the features that drive participation outcomes

Auto-enrollment design, mobile access, and the features that drive participation outcomes

Auto-enrollment design, mobile access, and the features that drive participation outcomes

Payroll and 401(k) Integration: How It Works and What Goes Wrong

Payroll and 401(k) Integration: How It Works and What Goes Wrong

Payroll and 401(k) Integration: How It Works and What Goes Wrong

Payroll and 401(k) Integration: How It Works and What Goes Wrong

How contribution data flows, where it breaks, and the questions to ask before you switch

How contribution data flows, where it breaks, and the questions to ask before you switch

How contribution data flows, where it breaks, and the questions to ask before you switch

This isn't your standard 401(k)