This page contains tools for each of the six essential 401(k) plan functions.
Corbel. The checklists on this site can help you design your 401(k) plan. Plan documents which are frequently used by consultants are available at this site for one-time use.
FDP. Your 401(k) consultant can use the plan documents provided by this organization.
McKay Hochman. The plan documents on this site are also frequently used by 401(k) consultants.
Accudraft. Plan documents are available for one-time use and can be used by your 401(k) consultant.
Corbel. The administration software on this site is frequently used by TPA's when administering 401(k) plans.
FDP. The administration software on this site is also frequently used by TPA's when administering 401(k) plans.
Blaze SSI. The software available on this site is used to administer 401(k) plans.
Datair. The software available on this site is used to administer 401(k) plans.
Peak. The software provided on this site can be used to help you complete your 401(k) plan's Series 5500 forms.
UB Resource Center. The 401(k) investment tools available help in providing investment information to 401(k) participants..
IFEBP. A video which describes basic investment principles and choices can be ordered from this site.
Corbel. Its 401(k) recordkeeping systems are used by TPA's.
FDP. Its 401(k) recordkeeping systems are also used by TPA's.
Communi(k). This organization specializes in providing 401(k) communication materials for employees.
Profit Sharing Council of America Communications Tools. The material on this site can help you better communicate information on 401(k) plans to your employees.
The Kelley Group. This organization is composed of retirement education consultants.
Morningstar. This investment organization offers material to help better communicate your 401(k) plan to employees.
IFEBP. Several 401(k) videos are available.
Profit Sharing Council of America Cost Disclosure Worksheet. The information provided on this site can help determine participant 401(k) investment costs.
PWBA Looks At 401(k) Plan Fees. Information available on this site can help reduce 401(k) fees.
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.