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401(k) Overviews

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

I. 401(k) Design Overview

II. 401(k) Administration Overview

III. 401(k) Investment Overview

IV. 401(k) Recordkeeping Overview

V. 401(k) Communication With Employees Overview

VI. 401(k) Cost Control Overview

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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