Free Administrator Toolkits
We know administering your company's 401(k) plan can be complex and confusing, that's why we created free administrator toolkits to help make your job easier.
Common 401(k) Plan Red Flags
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Resources
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Articles
Learn how to navigate common problems with your 401(k) plan. The toolkit will show you:
- How to identify common 401(k) plan problems
- How to fix the five most common 401(k) plan problems
- How to obtain a free personalized 401(k) Scorecard
401(k) Scorecard
Find out how your business's 401(k) stacks up against industry peers by requesting your free personalized 401(k) scorecard.
Fund Lineup Checklist
When was the last time you reviewed the fund lineup in your company’s 401(k) plan? Use our checklist to identify opportunities to improve your fund lineup.
401(k) Audit Guide for Employers
Use this guide to help you maintain a fiduciary audit file in the case of an audit by the IRS or the Department of Labor.
Free 404(c) Checklist
Use this checklist to reduce your fiduciary liability by making sure your company’s retirement plan qualifies for ERISA 404(c) protection.
Common 401(k) Plan Administrative Mistakes
This reference for 401(k) Plan Administrators offers some of the most common mistakes that happen when administering a business's 401(k) plan.
401(k) Employee Participation: Why It Matters
Increase 401(k) participation and help make your 401(k) plan one of the most compelling benefits for attracting and retaining top talent.
401(k) Basics for Plan Administrators
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Resources
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Articles
Learn how to navigate the basics of 401(k) plans, and the roles and responsibilities of plan providers that every plan administrator should understand. The toolkit will show you:
- Advantages of a 401(k) plan
- 401(k) plan providers
- Features of a 401(k) plan
2023 Compliance Calendar and Checklist
Use this 401(k) calendar and checklist to make sure youβre on top of administering your companyβs plan.
How to File Form 5500
Learn how to file the Form 5500 for your small business 401(k) with these step-by-step instructions.
2023 IRS Contribution Limits
The IRS places limits on how much individuals can contribute to various retirement and pension accounts. Use this chart as a quick reference for the 2023 contribution limits.
Types of Proο¬t Sharing Plans
What is a Profit Sharing Plan? Why are Profit Sharing Plans good for small businesses? Get the answers to your most pressing questions about Profit Sharing Plans.
Reasons Your Employees Will Love a Roth 401(k)
Learn about the benefits of a Roth 401k plan and why employees love it. Get the help needed to decide if adding a Roth option is right for your businesses.
401(k) Plan Design
Find out about 401(k) plan design and the retirement plan features that might work best for your company and your employees.
Calculating Retirement Plan Fees
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Resources
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Articles
95% of plan fees are paid for by participants, it's important to ensure those fees are fair and reasonable. Use this toolkit to learn the step-by-step process to estimating your plan fees. The toolkit will show you:
- The four type of plan fees
- How to estimate plan fees
- How to determine fee reasonableness
Plan Costs Guide
Our plan cost guide provides step-by step instructions to help you calculate plan fees.
Fee Estimator
Use the cost estimator to help you quantify your plan costs and estimate the amount of fees your 401(k) plan currently pays.
Plan Costs Case Study
Read what this plan sponsor uncovered when they calculated their plan fees and what they did to lower their fees, upgrade the service on their plan, and eliminate revenue sharing.
Are You Getting A Good Value?
As the sponsor of your company’s 401(k) plan, you may be tempted to cut up-front costs by going with a plan advisor who charges lower fees but is that truly the best deal?
Trojan Horse That Can Crush Your Company 401(k)
Most 401(k) plans include several fund options in which your participants can invest. However, the fee structures of these funds are not all created equal.
Ask a Retirement Plan Specialist
Have questions about administering your company's retirement plan? Send us your questions and someone from our team will get back to you shortly.
Why Work With Fisher?
Fisher redefines what it means to be a partner in retirement by providing superior guidance, unparalleled service and simple and easy program administration.
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Your Interests First
Incentive structures that are aligned with your success. No revenue sharing, no kick-backs or commissions. When you do better, we do better.
DIFY (Do It For You) Approach
Our servicing solutions focus on doing everything we can for you. From acting as a single point-of-contact for your plan to selecting your investments, we provide services that many other advisors can’t or won’t provide.
Superior Financial Guidance
As one of America’s top financial advisers, we work with you to build the optimal program and provide ongoing one-on-one financial guidance to maximize wealth generation.
Small Business Expertise
We specialize in small business retirement plans. As a result, we act as your advocate and have the knowledge, resources and clout to champion your needs.
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One of our 401(k) business specialists would love to talk to you about your companyβs retirement plan needs.
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Get Me StartedBusiness 401(k) Resources by Topic
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401(k) Plan Optimization Your Interests First1/1/2023 12:00:00 AM
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Plan Administration How to Find the Best 401(k) Provider1/1/2023 12:00:00 AM
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Plan Administration 401(k) Employee Services1/1/2023 12:00:00 AM
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401(k) Plan Optimization Investment Analysis1/1/2023 12:00:00 AM
