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Call:

Local: (616) 871-0751

Toll Free: (888) 738-8780

Email:

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401(k) Portfolio Questions: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Address:

5088 Corporate Exchange Blvd.
Ste 140
Grand Rapids, MI 49512

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Proactive

If changes need to happen to your account, we make them for you. Additionally, we proactively update our clients via email and standard mail on the progress of their 401(k) account.