RESOURCES
FOR 401K TIPS + TRICKS
VISIT OUR YOUTUBE CHANNEL
Don’t Make This Mistake in Your 401k
Maxing out your 401k early in the year could be costing you money.
Watch this video to learn why, and what to do instead.
A Better Way to Bonus Employees
In this video we share a tax-savvy way to bonus your employees.
How to Compare 401k Plans
If your business has had a 401k Plan for a while, you may be wondering if there are better options available.
In this video we share the best way to figure out if there is a better 401k plan option available.
INFO NEEDED FOR YOUR 401K FEE COMPARISON
Below are the names of the specific documents needed depending on where your current plan is held.
**If you have any problems locating your documents, please email us at Info@BluegrassRetirementPlans.com and we will assist you
DOCUMENTS NEEDED
Compensation & Fee Disclosure
Monthly Invoice
Executive Summary Statement
DOCUMENTS NEEDED
408b-2 Disclosure
DOCUMENTS NEEDED
Plan Review
Recordkeeping Services Agreement
Plan Asset Statement
DOCUMENTS NEEDED
Plan Service Review
DOCUMENTS NEEDED
Monthly Invoice of Billable Fees
Retirement Plan Fee Disclosure Statement for Services Provided to ABC Company
Plan Assets by Fund (Screenshot off website) OR Trust Plan Summary
*If Paychex Flex: Trust Statement
DOCUMENTS NEEDED
Plan Sponsor Fee Disclosure
Plan Illustrator
DOCUMENTS NEEDED
Fee Disclosure 404a-5
Annual Plan Review
DOCUMENTS NEEDED
Information on Fees and Charges Associated with the Investment Choices in Your Plan
Retirement Plan Review
DOCUMENTS NEEDED
Fee Disclosure
DOCUMENTS NEEDED
Annual Expense Review
DOCUMENTS NEEDED
Fee Disclosure (Investment Expense and Indirect Compensation Disclosure)
Plan Review
DOCUMENTS NEEDED
Statement of Services and & Compensation
DOCUMENTS NEEDED
Retirement Plan Fee Summary