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The 401(k) Lowdown: Everything You Need to Know

Eligibility
Age 21 & 1 Year of Service (1,000 hours in a plan year)
*Excludes collective bargaining (union) employees and non-resident aliens

Plan Entry Dates
January 1st & July 1st

Vesting
6-year graded (1,000 hours in a Plan Year)


Employer Contributions
3% Safe Harbor

You Ask, We Answer: Payroll Streamlined
How do I upload payroll?
How do I delete a duplicate payroll?
How do I change employee status information?
Let’s Stay in Sync:
How We Keep the Conversation Going!


Periodic Check-In Calls
Your Plan Advisor
What they can help with:
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Investment questions such as
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Allocation choice​
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Deferral amount
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Investment risk
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Financial plan creation
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Retirement and legacy planning
Phone:
Email:
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