The Dealership 401(k) Fiduciary Stress Test™
What the Lithia Motors Litigation Can Teach Every Dealer Principal, CFO and HR Leader
A practical executive guide to determining whether your dealership could defend its 401(k) decisions tomorrow.
Could your dealership defend its 401(k) decisions tomorrow?
For more than two decades specializing in 401(k) plans for franchise auto dealerships, I've heard some version of the same response from dealer principals and CFOs:
“We already have someone who handles that for us.”
Of course you do.
So did Lithia Motors.
Amir Shah, ChFC
The 401(k) Watchdog | AutoDealer401K.com
Run the Fiduciary Stress Test
The Dealership 401(k) Fiduciary Stress Test™
A 10-question executive diagnostic across six areas of 401(k) fiduciary oversight — plus the complete toolkit of worksheets, checklists, and advisor questions. Run the test, then download the full toolkit.
Included with the stress test & toolkit:
- —Complete six-part Dealership 401(k) Fiduciary Stress Test™
- —10-question Executive Diagnostic
- —Participant Cost Worksheet
- —Provider Compensation Worksheet
- —Fiduciary Documentation Checklist
- —10 Questions to Ask Your Advisor
- —Annual Monitoring Checklist
- —Printable PDF edition