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401(k) Checklists

These pages contain Checklists of each of the six basic 401(k) plan functions. Each can be read in two minutes. In addition to our Checklists, 15-second 401(k) Summaries, 15-minute 401(k) Guides, 401(k) Guides, Other 401(k) Sources of Information and 401(k) Tools are also available for each 401(k) function.

I. 401(k) Design Checklist

II. 401(k) Administration Checklist

III. 401(k) Investment Checklist

IV. 401(k) Recordkeeping Checklist

V. 401(k) Communication With Employees Checklist

VI. 401(k) Cost Control Checklist

Please describe your 401(k) concerns on our short form. We will reply promptly to employers and their representatives. Or call us at 718-793-9885. Our web site homepage contains additional useful 401(k) information.


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