License Our Trusted 401(k) Data
Looking for how to rollover your 401k to IRA? Broker Dealers and Registered Investment Advisors rely on 401k Averages Book data to populate parts of their 401k to IRA rollover recommendation and SEC’s Regulation Best Interest forms (sec reg bi) and disclosures.
Why choose 401k Averages Book data
for IRA rollover?
Access data from a well known source
Published since 1995, the 401k Averages Book is the oldest, most recognized resource book for non-biased, comparative 401(k) average cost information and 401k rollover to IRA recommendations.
Customize the precise data you need
You can choose from a variety of our prebuilt 401(k) fee tables or customize your own. We have average data on total 401(k) plan costs, investment and recordkeeping fees and much more.
Pick & choose the right data for any use
License our data and incorporate the exact data you need where you need it. Make use of the 401k plan cost data to incorporate into your SEC’s Regulation Best Interest (sec reg bi) or DOL’s Prohibited Advice Exemption 2020-02 (dol pte 2020-02) IRA rollover recommendation acknowledgement/disclosure forms.