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

Most advisors learned to evaluate 401(k) platforms by comparing investment menus and expense ratios. That framework made sense when platforms were interchangeable and the recordkeeper's main job was to hold assets and produce statements.

What's inside

1. Why Platform Evaluation Matters More Than It Used To
2. The Five Categories of Recordkeeping Quality
3. Technology and Integration Criteria
4. Fee Structures Decoded
5. Participant Experience as a Measurable Outcome
6. The Platform Evaluation Framework
7. About Basic Capital