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401(k) Design

Proper 401(k) design is the first step towards a successful 401(k) program. This 401(k) area will help you improve the design of your 401(k) program.


  • 401(k) 15-Second Plan Design Summary

  • 401(k) Plan Design Overview

  • 401(k) Plan Design Basics
  • 401(k) Plan Design Guide

  • 401(k) Design Sources of Information


  • 401(k) Plan Design Checklist

  • 401(k) Design Tools


  • 401(k) Plan Design Questionnaire.If you are considering establishing a 401k plan or redesigning it and would like some suggestions, complete our 401(k) Plan Design Questionnaire.

  • 401(k) Design: Frequently Asked Questions-General

  • 401(k) Plan Services We Provide. We offer many services for 401(k) plans, including assistance in 401(k) design and 401(k) administration.

    If you have questions or need assistance, please complete our short form or call us at 718-793-9885. We will reply promptly to concerns of employers and their 401(k) representatives. Our web site home page contains additional useful 401(k) information about 401(k) plans.


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