[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-276898-105":53,"doc-detail-276898-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","5-free-resources-every-retirement-plan-adviser-should-be-using-top-5-free-resources","5 Free Resources Every Retirement Plan Adviser Should Be Using - Top 5 Free Resources","","A curated set of five free online tools designed to help retirement plan advisers build and manage a successful, compliant 401(k) practice. The resources cover public 5500 plan data from the Department of Labor, BrightScope’s BrightScope Rating for prospecting and identifying plan shortfalls, and a 401khelpcenter news hub for trends, fiduciary issues, and legislative updates. It also includes Deloitte’s 401(k) benchmarking survey and fi360 compliance guidance with downloadable sample documents and handbooks, plus an additional best-practices site.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/5-free-resources-every-retirement-plan-adviser-should-be-using-top-5-free-resources/276898/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/5-free-resources-every-retirement-plan-adviser-should-be-using-top-5-free-resources/276898.png","ImageObject",442,249,{"name":88,"@type":89},"Jake","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-25","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What are the five free resources recommended for 401(k) advisers?","Question",{"text":109,"@type":110},"The document recommends DOL Public 5500 data, BrightScope’s BrightScope Rating, 401khelpcenter.com, Deloitte’s Annual 401(k) Benchmarking Survey, and fi360’s free compliance guidance and document templates.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How can DOL 5500 data help advisers prospect?",{"text":114,"@type":110},"Advisers can use plan information from the company’s annual 5500 tax form by pulling the most recent public data from the Department of Labor’s eFAST site.",{"name":116,"@type":107,"acceptedAnswer":117},"What kind of compliance materials does fi360 provide for free?",{"text":118,"@type":110},"fi360 provides free downloadable documents such as the Prudent Practices handbook series, sample bylaws, sample meeting minutes, fiduciary acknowledgement letters, sample Investment Policy Statement, and other templates on its resource page.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},276898,1789496016,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":126,"read_time":76},962084928904,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","5  \nFREE RESOURCES  \nEvery Retirement Plan Adviser Should Be Using  \n“Building and managing a successful and compliant 401k practice takes a considerable amount of time, talent, effort, and resources .  \nThe following five resources are some of my absolute favorite free tools available online to help you maximize your efforts .”  \nSHARON PIVIROTTO FOLLOW ME ON TWITTER @401KEXPERTS  \nTOP 5 FREE RESOURCES  \nThe Department of Labor’s Public 5500 Data  \nBrightscope  \n[401khelpcenter.com](401khelpcenter.com)  \nDeloitte’s Annual 401(k) Benchmarking Survey  \nfi360’s Resources  \nDOL 5500 Data  \n1  \nProspecting Tool  \nProspecting is never easy; but you can increase your odds of successfully getting in the door or moving the conversation along if you know some basic plan information that can be found on the company’s annual 5500 tax form. While there are many paid data sources you could turn to, I recommend going right to the source and visiting [http://www.efast.dol.gov](http://www.efast.dol.gov) and pulling the most recent public data for  \nFREE.  \nImage source: [efast.dol.gov](efast.dol.gov)  \nBrightscope  \n2  \nProspecting Tool  \nAnother way to open doors and start conversations with prospects, is togo online to [brightscope.com](brightscope.com) and print the “BrightScope Rating” for a particular company. This FREE rating tool is a great way to identify possible shortfalls in a plan that would allow you to provide needed services.  \nImage source: [Brightscope.com](Brightscope.com)  \n[401khelpcenter.com](401khelpcenter.com)  \n3  \nNews and Trends  \nI’ve spent many, many hours researching specific topics relating to qualified plans online and can tell you that the website [401khelpcenter.com](401khelpcenter.com) is my main source for information.  \nThis website has done all of the work of finding and consolidating 401k articles. They also aggregate the latest published material on 401k trends, fiduciary issues, legislative action, court cases, opinion, rule changes, insights, surveys, studies, commentary and more and deliver a summary to your inbox weekly—for FREE! If you want to keep abreast of the latest developments—I’d highly recommend this free resource.  \nDeloitte’s 401(k) 4 Benchmarking Survey  \nMarket Intelligence  \nNow in the twelfth year of publishing this survey, Deloitte does a phenomenal job of providing research on industry trends in the 401(k) space, allowing you to easily identify how your clients and prospects stack up. Plan sponsors also appreciate the perspective provided in this FREE report. Get a free copy on Deloitte’s website.  \nImage source: [deloitte.com](deloitte.com)  \nfi360’s Resources  \n5  \nCompliance Guidance and Documents  \nWithout a doubt, if you’re looking for compliance documents, [fi360.com](fi360.com)[ ](fi360.com)provides some of the best FREE downloadable documents, including the Prudent Practices handbook series, sample bylaws, sample meeting minutes, sample fiduciary acknowledgement letter, sample Investment Policy Statement, and more. (Find them on their Resource Page or run a quick Google search with the document name you’re looking for followed by the term “fi360” and you’ll likely pull up a template or two you can use!)  \nWith extensive education, certification, software, and practice management offerings, fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful.  \nGet More FREE Resources  \nGet MORE resources, strategies & best practices for growing and protecting your 401k business at:  \n[http://www.401kbestpractices.com](http://www.401kbestpractices.com)  \nSHARE THIS:","cbCaibM03EngUwOg","https://ap.wps.com/l/cbCaibM03EngUwOg","pdf",643060,9,"English","# Top 5 Free Resources\n## Prospecting Tool\n## News and Trends\n## Compliance Guidance and Documents\n## Get More FREE Resources","[{\"question\":\"What are the five free resources recommended for 401(k) advisers?\",\"answer\":\"The document recommends DOL Public 5500 data, BrightScope’s BrightScope Rating, 401khelpcenter.com, Deloitte’s Annual 401(k) Benchmarking Survey, and fi360’s free compliance guidance and document templates.\"},{\"question\":\"How can DOL 5500 data help advisers prospect?\",\"answer\":\"Advisers can use plan information from the company’s annual 5500 tax form by pulling the most recent public data from the Department of Labor’s eFAST site.\"},{\"question\":\"What kind of compliance materials does fi360 provide for free?\",\"answer\":\"fi360 provides free downloadable documents such as the Prudent Practices handbook series, sample bylaws, sample meeting minutes, fiduciary acknowledgement letters, sample Investment Policy Statement, and other templates on its resource page.\"}]","5 Free Resources Every Retirement Plan Adviser Should Be Using - Top 5 Free Resources | PDF"]