Home
CFO 401(k) BUYERS GUIDE Picture
Is the 401(k) working for your employees?


Employers are required to act in the sole interest of participants in the 401(k) plan and an essential part of that obligation is to ensure that employees find their plan to be workable. The possibility of an employee lawsuit is raised when employees are displeased with their plan.

Most plans rely on employee volunteered complaints. While this approach does work, problems may be severe before they are identified.

Alternatively, plan sponsors can be pro-active and determine whether a plan is effectively meeting the employees’ needs before it becomes a problem. Asking employees about how well the plan is working for them and for ways to improve is procedural prudence that also offers protection from liability, should there be a problem later.


Action: Use an employee survey to identify weaknesses and create the documentation, should this be needed. See Employee Financial Checkup for how to do this or contact Dalbar.



Copyright © 2009 DALBAR, Inc. All rights reserved