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

Eligibility
Deferrals - Age 18
Safe Harbor Match - Age 18, 1 year of service with 1,000 hours

Plan Entry Dates
Deferral - Immediate
Safe Harbor Match - January 1st & July 1st

Vesting
Safe Harbor Match - 100% Vested


Employer Contributions
$1 per $1 up to 4% Safe Harbor Match

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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