401(k) | Sample Services Grid

When conducting a 401(k) recordkeeping search, you want to gain a clear understanding on a provider’s services and fees. We suggest providing a grid that contains all the services that you need and want. By asking the providers to complete a grid as compared to simply listing their services and fees, it will make it so much easier to compare multiple providers.

Download our sample grid as template to use as you line up the services you need with what a provider offers.

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