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Plan Sponsor Checklist

If you are a 401k plan sponsor and/or administrator, you have the right to expect a high standard of care from your 401k service providers. The checklist below will help you determine if your current service providers are fulfilling the expectations you have of them.

In order for IFA to provide additional information to your 401(k) plan, please answer the following questions:

QuestionYesNo
1Are you a 3(38) Fiduciary as defined by ERISA?
2Will you accept liability for choosing plan investment options?
3Will you accept liability for monitoring plan investment options?
4Will the advisor accept liability for replacing plan investment options?
5Do you have fiduciary discretion?
6Will you agree to act solely in the best interest of plan participants?
7Do you monitor and benchmark plan costs?
8Is every single cost to the plan or participants disclosed in one page for my annual review?
9Are you paid at all by any of the investments in the plan?
10Will you provide a plan and accept no payment whatsoever from plan investments?
11Do you choose mutual funds by screening for those with recent good performance?
12Will you provide one on one advice to plan participants?
13Will you provide a plan solely of passively managed, low cost, diversified mutual funds?
14Will you provide risk based portfolios of solely passively managed, low cost, diversified mutual funds?
15Has your organization ever been sued for the services you propose to provide, whether the suit resolved out of court or not?
 
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An IFA 401(k) offers a fully transparent suite of services for a reasonable fee. How does an IFA 401(k) stack up for your business? Let IFA show you a comprehensive preliminary fee proposal based on just a few simple questions

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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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