Disclosures

The content provided on this website is for general educational purposes only and is intended solely for use by 401(k) plan sponsors.

Nothing on this site constitutes legal, tax, fiduciary, or investment advice. No compliance determinations are made. The Fiduciary Self-Assessment, Fiduciary Oversight Briefing, and Plan Wellness Check are designed to support sponsor understanding of fiduciary oversight concepts and do not evaluate whether any specific plan is compliant with ERISA or other applicable laws.

Completion of any form, participation in a briefing, or request for a Plan Wellness Check does not create a fiduciary, advisory, or client relationship.

401k Plan Doctor does not provide legal services and does not act as legal counsel. Plan sponsors should consult their own legal, tax, or other professional advisors regarding their specific circumstances.