401k Best Practices
Worksheets
Form 5500 Filing Instructions
Find out when and how to file the Form 5500 for your small business 401(k) with these Form 5500 instructions. While some service providers will prepare, sign, and even file this annual reporting document on your behalf, you can follow this simple walkthrough to electronically file on your own.
401k Best Practices
Worksheets
Employee Survey Card
Make a difference to your company 401(k) plan. Ask your employees these four simple questions about their plan, and then tally the results. If the majority of employees answered “no” or “unsure” then it may be time to take a closer look at the level of service you’re getting from your 401(k) provider.
401k Best Practices
Worksheets
The Complete 401(k) Audit Guide for Employers
As an employer who offers a 401(k), you want to maintain a fiduciary audit file in the case of an audit by the IRS or Department of Labor (DOL), and for an annual audit if you have more than 100 employees. But what should be in your 401(k) fiduciary audit file? And how often do you update the 401(k) audit file? Read the guide.
401k Best Practices
Worksheets
Fiduciary Checklist
Can you check all these boxes as a 401(k) plan fiduciary? This is a great way to make sure you’ve taken all the steps needed to responsibly administer your company 401(k) plan. This checklist is a fiduciary best practice guide for all 401(k) plan managers.
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