Additional Resources

There is a great deal of useful information available publicly. This part of our website aims to highlight information you may find useful. We shall add and remove sources as we think useful.

Department of Labor

Meeting Your Fiduciary Responsibilities
Adding Automatic Enrollment To Your 401(k) Plan
Understanding Retirement Plan Fees and Expenses
Compliance Assistance
ERISA Filing Acceptance System (EFAST)
401(k) Plan Fees Disclosure Tool
Top 10 Ways to Prepare for Retirement
Women and Retirement Savings

Internal Revenue Service

https://www.irs.gov/pub/irs-pdf/p4531.pdf
IRS 401(k) Plan Check List
Publication 4674
Automatic Enrollment 401(k) Plans for Small Businesses

Check-Up for Your 401(k) Plan
Three-step approach designed to help business owners properly operate their 401(k) plans.

Social Security

Online Calculator