Seeking Referrals for 401(k) Record Keeper/Advisors for Small Businesses?
October 03, 2025
by a professional from Wesleyan University in Philadelphia, PA, USA
I'm trying to get a sense of which companies are best for highly acquisitive companies that are just starting out (with less than $2M in the 401(k) plan and less than 200 employees)?
The metrics I'd like to know are (1) Recordkeeping/advisory fees - are they bundled or separate? (2) What has your experience been with adding new employees following an acquisition?
NOT asking about PEOs, just standalone 401(k) providers.
from Massachusetts Institute of Technology in Portland, OR, USA