5328 Lanier Islands Parkway Ste 201Buford, GA 30518

FEES MATTER. FUNDS MATTER. PROTECTION MATTERS.

What You Need to Know About Your 401k.

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FEES MATTER

FUNDS MATTER

PROTECTION MATTERS

One study from AARP in 2011 showed 71% of participants thought that they didn’t pay any fees in their 401k. Our Plan offers no TPA fees after enrollment. (one-time enrollment fee of $850)

Making the switch to the Forrestall Plan is not just about saving on fees. It’s about the funds! Odds are, your 401k plan is packed full of expensive “actively managed” mutual funds that are hoping to beat the market index but continually fail.

A 3(38) serves as the plan fiduciary/investment manager and helps to legally reduce fiduciary risk for the plan sponsor as much as laws permit.

Forrestall CPAs was founded in 1978 and has been providing Third Party Administration (TPA) 401k services for clients since 1997. In 2017, the Department of Labor increased the requiremets for 401k plan fee disclosures. The new requirements require disclosure of roughly half of the fees that can be associated with 401k plans.


Jeff decided that more transparency is better and created the “Forrestall Plan” with complete transparency of all associated 401k plan costs. This type of transparency allows business owners to reduce their plan costs dramatically. The “Forrestall Plan” fees are generally less than one-third of the standard/market fees.

Get in Touch

770.945.8328 | www.forrestallcpas.com

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