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Blue_PenGetting Started is Simple:

  1. Find your company
  2. Click on 'Enroll Now' and complete the investor profile
  3. Customize how you would like your updates sent to you
  4. You're set! Sit back and relax. We'll take it from here.

 

 

 
 

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.