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Directory of 401(k) Resources
Professional associations, consultants, and further tools and resources that can help shape your 401(k) decisions.
CFO Staff, | US

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Further Reading, Research Materials, and Tools

2003 ERISA Reporting Calendar
"Plan administrators of single and multiemployer pension and welfare benefits plans can access concise information on when, and how to file annual reports with the DOL, IRS and PBGC. Information on how and when to disclose tax and benefit information to U.S. plan participants, beneficiaries and alternate payees is also available." From Watson Wyatt Worldwide.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2001
"Examines asset allocation, account balance, and loan activity of a large and representative group of 401(k) plan participants as of year-end 2001 using data gathered by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). The 2001 database accounts for 12 percent of all 401(k) plans, 33 percent of all 401(k) participants, and about 36 percent of the assets held in 401(k) plans."

Deloitte & Touche 2002 Annual 401(k) Benchmarking Survey
A survey of human resources and employee benefits executives nationwide, to provide "a snapshot of employer concerns, strategies, and plan characteristics in 2002.

Department of Labor Code of Federal Regulations
Includes interpretive bulletins relating to the Employee Retirement Income Security Act of 1974, as well as rules, regulations, and guidelines for required contents of plan descriptions and summary plan descriptions, reporting and disclosure requirements, fiduciary responsibility, and more.

Employee Benefits Security Administration: 401(k) Plan Fee Disclosure Form
This sample form is "intended to provide you with the means to compare investment product fees and plan administrative expenses charged by competing service providers, regardless of how a particular service provider structures its fees."

Employee Benefits Security Administration: 401(k) Plan Fees for Employers
Guidelines that will help 401(k) plan sponsors "ask the right questions to better understand and evaluate the fees and expenses related to your plan.." Provided by a division of the U.S. Department of Labor.

Glossary of Terms
From the International Federation of Employee Benefit Plans.

Glossary of Terms
From the Profit-Sharing/401(k) Council of America.

Hewitt 401(k) Index
The Hewitt 401(k) Index tracks "the market confidence level and investment activity of 401(k) participants at large corporations exclusively. Based on data collected daily from 1.5 million 401(k) participants with approximately $90 billion in collective assets," the Hewitt Index provides a glimpse into "how specific market events affect 401(k) plan participants' degree of confidence in the market and their investment decisions."

Principal Financial Group Well-Being Index, First Quarter 2003
The latest in a series of "quarterly studies to identify and track changes in the workplace of small and mid-sized (growing) businesses."

Watson Wyatt's 401(k) Value Index
"A benchmarking tool that allows plan sponsors to measure how effectively their 401(k) plan is meeting specific goals and providing value to participants. By understanding exactly where the plan is falling short, the sponsor can identify actions necessary to improve performance and provide a more stable benefit."

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