Many employers end up staying with a 401(k) provider they’re not satisfied with because they assume switching will be too disruptive or time-consuming. In reality, a 401(k) conversion can be a straightforward opportunity to improve plan administration, reduce costs, and ensure benefits better align with your business goals.
This guide walks employers through what to expect before, during, and after a 401(k) conversion, including everything from key questions to asks to strategies to choosing a new provider that helps teams maximize their plans with confidence.
