 |
401k sites...
Please Note...
We regret that search engines discount outbound links in evaluating a web site's relevance to a particular topic (a move search engine companies likely made because some people tried to trick the automated engines by establishing hundreds of outbound links, often ones irrelevant to the topic at hand). Thus, we have removed hyperlinks to the below sites despite that we believe many companies interested in sponsoring a 401k plan or other defined contribution retirement plan will find the sites useful. We do list each web address, enabling people to copy and paste such into a web browser. We apologize for any inconvenience.
show topics | next topic
401k sites...
401k Information + Education Providers
401k FedForms (www.401kfedforms.com)
Explains which federal reporting forms are relevant to your particular 401k plan and when each is due. Annotated versions of each form show where within your customized 401k software to find information. Includes ready-to-complete PDFs of two styles of Summary Plan Descriptions as well as help with completing Forms 1096, 1099-R, 5500-EZ, 5500, 5558 and 945, and Schedules I, P, and T. Also includes helpful calculation worksheets. A complimentary site for 401(k) Easy Online clients.
PlanSponsor.com (www.plansponsor.com)
A free web site for plan sponsors. Departments include Breaking News, Problem-Solving, Vendor Ratings, Transactions (for dealing with vendors), Networking, and Links (to sponsor-relevant sites and access to Plan Sponsor magazine's article archives). Objective, independent information provided by plan sponsors for plan sponsors.
Technical Answer Group (www.tagdata.com)
A web-based resource for employee benefits professionals. Staffed by actuaries, attorneys, and consultants, TAG answers questions and performs research for its customers -- which include banks, insurance companies, third party administrators, and financial services firms.
Torrid Technologies, Inc. (www.torrid-tech.com)
A leading provider of Internet and PC-based financial planning software, Torrid offers over 40 different planning tools that focus on issues of retirement, 401k plans, asset allocation, risk profiling and many more.
show topics | next topic
401k sites...
ERISA Bond Providers
What is an ERISA bond and why does your 401k need one?
Colonial Surety Company Direct (www.colonialsurety.com)
An insurance company exclusively providing ERISA fidelity bonds for both qualifying and non-qualifying plan assets up to $5,000,00; bonds available online for next day delivery; online calculator determines coverage; 5 year bonds with automatic growth endorsement that guarantees Dept. of Labor fidelity bond compliance.- Maloney and Associates Insurance Services (via email, jmaloney@maloneybonds.com)
2434 Vineyard Avenue, Suite 101, Escondido, California 92029
show topics | next topic
401k sites...
Investment Advice for Individual 401k Plan Participants
Click here to view a chart within our Support section that compares the below service providers.
ClearFuture (www.morningstar.com/Cover/ClearFuture.html)
One of Forbes magazine's "Best of the Web." An independent site devoted to 401k plans. Includes exhaustive depth of information and explanations, including fees and regulatory issues as well as links to recommended 401k related sites.
Financial Engines (www.financialengines.com)
Advice on exactly how much to invest in which of your plan's 401k investments to improve your chances of reaching your retirement goals; daily tracking of those investments' performances and their effect on the client's account; ongoing advice about needed changes in the account due to current and projected investment performance and economic cycles; highly touted by the Los Angeles Times (8/5/99), San Francisco Chronicle (11/23/99), and The Wall Street Journal ((8/12/99), among others.
mPower (www.mpower.com)
One of Forbes Magazine's "Best of the Web." An independent site devoted to 401k plans. Includes exhaustive depth of information and explanations, including fees and regulatory issues, as well as links to recommended 401k-related sites.
show topics | next topic
401k sites...
Research Info on 401k Plans and Their Providers
PensionPlanet.com (www.pensionplanet.com)
Partnered with Dun & Bradstreet as their exclusive 401k, Pension and Health and Welfare software and data vendor. Maintains the largest database of Qualified Retirement Plans and Qualified Health and Welfare plans available. Most data updated monthly.
show topics | next topic
government 401k sites...
Department of Labor
Go to www.dol.gov.
- Click on "Employers" then on "Retirement & Health Benefits" for 401k related and other relevant information.
show topics | next topic
government 401k sites...
Internal Revenue Service
Go to www.irs.gov.
- Click on "Businesses" and "Retirement Plans" for 401k related and other relevant information.
show topics | next topic
government 401k sites...
Securities and Exchange Commission
Go to www.sec.gov.
- The "Small Business" section as well as that dedicated to "Investor Information" can prove particularly helpful with your 401k related needs.
show topics | next topic
401k sites...
Business Related Software
Captools (www.captools.com)
Portfolio management software that's an investment record keeping, performance measurement and portfolio management reporting tool designed for professional money managers, sophisticated individual investors, and others entrusted with managing investment assets.
