Tools and Resources

Calculators, charts, samples, directories and other resources to help you run and manage your plan or practice.

• 2006 - 2012 Plan Limits
• 2012 Key Administrative Dates and Deadlines for Calendar-Year DC Retirement Plans
• 401k Savings Calculator
• Benchmark Your 401k
• Directory of Retirement Education and Communication Firms
• Directory of Solo 401k and Small Business Retirement Plan Providers
• Fiduciary Declaration (Word File)
• Find a Company to Run Your 401k Plan
• Investment Statistics: A Reference Guide
• IRS 401k Resource Guide
• Retirement Plan Comparison Chart
• Employer Retirement Plans Comparison Chart for Small Businesses
• Locating Lost or Missing Plan Participants
• Preparing for Your First 401k Plan Audit
• Retirement Plan Rollover Chart
• Roth 401k Analysis Tool
• Solo 401k Calculator
• Sample Fiduciary Agreement (Word File)
• Sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants
• Sample Request for Proposal (RFP)
• Sample Investment Policy Statement
• Sample Notice – Delinquent Service Provider Disclosure - This is a sample notice provided by the DOL that can be used to notify them when a service provider has not provided requested disclosure information under 408(b)(2).
• Selecting and Monitoring Pension Consultants: Tips for Plan Fiduciaries
• Our Weekly Free eNewsletter
• Glossary Investment and Retirement Related Terms
• Retirement Industry Acronyms and Abbreviations

Know of a good resource or tool that you think would have broad appeal to our users? Drop us an email and let us know about it.