401k Averages Book
Financial ServicesMaryland, United States2-10 Employees
The 401k Averages Book functions as a reference resource in financial services, offering non-biased, comparative information on 401(k) fees. It is used by retirement plan specialists, providers, DCIO and fund companies, who rely on the book along with comparator software and benchmarking reports to support retirement plan clients. Broker-dealers and financial institutions also use its fee benchmarking data to address regulatory guidance related to SEC Regulation Best Interest and the DOL's Prohibited Advice Exemption 2020-02 for IRA rollover recommendations. Published since 1995, it is the oldest and most recognized source for non-biased, comparative 401(k) cost information. The operation is based in Towson, Maryland, and maintains a small team. It operates within the financial services sector, offering benchmarking and cost-comparison resources for 401(k) plans, with a web presence at 401ksource.com.