A quick self-check
What's your 401(k) IQ?
Eight things well-run plans do — from benchmarked fees to a documented fiduciary process. Check the ones yours has covered and see where you land. It takes about a minute.
The 8-point check
Score your plan, then see what to do about it.
No long questionnaire — just toggle the practices your plan already has in place. We'll score it and point you to the gaps worth a closer look.
Take the 401(k) IQ quiz
Check the practices your plan already has in place.
Eight things well-run 401(k) plans tend to do. Toggle the ones that apply.
Your 401(k) IQ
0 / 8
Significant review opportunityYour answers suggest opportunities to strengthen your plan. A benchmark review can identify potential improvements in fees, investments, plan design, and fiduciary practices.
A guide for plan sponsors · no cost, no obligation.
Why the score matters
A higher score means fewer surprises — and a healthier plan.
Each item maps to a real obligation or opportunity: benchmarking fees, putting forfeitures to work, documenting your fiduciary process, and evaluating SECURE Act 2.0 features. A complimentary benchmark review checks all eight against your current plan — no cost, no obligation.