Business Owners:

If you have an existing 401(k) plan, uncover your fees for no charge and also get a free copy of Tony Robbins' #1 Bestseller, UNSHAKEABLE

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PH. (855)905-4015

Find My Fees

A recent report noted that 44% of employers did not read their 401k fee disclosures in the past year and 34% said they are not at all familiar with their fees.

 

If you are a business owner (or represent the employer), fill out the following form and send us a copy of your fee disclosure for a free side-by-side fee analysis. See a sample fee analysis here.

Find My Fee Disclosure (optional)

Upload your fee disclosure form (called the 408b2) in order for us to uncover your fees.

You should be able to locate a copy of this where you manage your 401k on your provider’s website.

Not sure where to find it? Here is a list of toll free numbers ​of 401k providers so you can call and request the disclosure form is sent to you.

  • Accepted file types: pdf, doc, docx.

Acensus (888) 652-8087

ADP (800) 929-2170 (option 3)

Alliance Pension Consultants (800) 406-4015 (option 1)

American Funds (800) 421-9900

Aspire (888) 445-0031

AXA (ADA or ABA program)) (800) 526-2701

Buckingham Asset Mgmt (800) 711-2027

Cain Waters (972) 233-3323

Edward Jones (800) 695-4952

Empower/Great West (877) 401-5100

Fidelity (800) 448-6668

Fidelity Advisor (800) 448-6668

Guardian (877) 500-2380

John Hancock (800) 395-1113

July Business Services (888) 333-5859

Lincoln Financial (800) 234-3500

LT Trust (800) 831-8675

Mass Mutual (800) 637-6444

Merril Lynch (800) 228-4015

MetLife (800) 856-7772 (option 1)

Mutual of Omaha (800) 655-5142

Nationwide (800) 626-3112 (option 1)

Newport Group (844) 749-9981

One America (800) 567-3329

PAi (800) 236-7400

Paychex (800) 472-0072

Principal (877) 475-3436 (option 2)

Prudential (800) 353-2847

Putnam (800) 662-0019

Securian (800) 233-2881

T. Rowe Price (800) 886-5457

The Standard (877) 805-1127

TIAA-CREF (888) 842-7782

Transamerica (866) 498-4557

Ubiquity (The Online 401k) (855) 401-4357

Verisight Group (888) 886-8256

Voya [ING] (866) 481-3653 (Option 4)

Wells Fargo (800) 690-9721