Our Services
At The 401K Shop, we deliver comprehensive retirement plan solutions tailored to meet the unique needs of businesses and their employees. From fiduciary compliance to participant education, our services are designed to simplify retirement planning while optimizing outcomes
Investment Analysis
- Independent investment analysis through our proprietary Scorecard SystemTM.
Tracks nearly $400 billion in retirement assets and evaluates 40,000+ investment options across hundreds of provider platforms. - Easy-to-understand, 10-point scoring system.
- Chartered Financial Analyst (CFA) charterholder-led research team conducts hundreds of money manager meetings annually and provides high-level investment consulting.
Fee Benchmarking & Provider Negotiations
- Analyze and compare fees, services, and investments using our B3 Provider AnalysisTM technology.
- Access detailed insights with 400+ data points across 100+ platforms.
- Gain clarity through live-bid environments to secure the best value for your plan.
Fiduciary Compliance
- Navigate complex legal and compliance landscapes with our Fiduciary Fitness ProgramTM (FFP).
- Assess your plan’s health with tools like the Fiduciary Plan ReviewTM and Fiduciary DiagnosticTM.
- Support from professionals with deep knowledge of ERISA regulations, serving as a 3(21) or 3(38) fiduciary.
Plan Design
- Create meaningful plans that align with your company’s culture and goals using Courageous Plan DesignTM strategies.
- Features include automatic enrollment, higher minimum deferral rates, and employer matching.
- Use PLANavigatorTM to model scenarios that optimize outcomes while controlling costs.
Participant Education & Financial Wellness
- Provide accessible education through group sessions, individual meetings, and bilingual helplines.
- Tailored financial wellness programs designed to help participants achieve long-term success.
Target Date Fund Consulting
- Evaluate target date fund (TDF) suitability based on plan demographics and participant behavior.
- Align with Department of Labor (DOL) guidelines to ensure an appropriate risk profile.
- Compare custom and off-the-shelf TDF options to meet the needs of your business
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Ready to get started?
Our mission is to positively influence the retirement outcomes of employees across the United States using our tools and expertise. Feel free to give us a call or fill out our online form.