I have questions about my 401k’s details, who do I ask?

By
7 years ago

Since each retirement plan is different and is designed by your company, first contact your plan’s recordkeeper firm. Contact your HR department for recordkeeper contact and access information, or if your employer is a WealthStep.com client, access your recordkeeper information through the “WealthStep 401k” button under the “Implement the advice” section of the Advice Center page, or the advice output page of the Planning/Saving or Investment advice modules.

If you have a conceptual question about planning, saving or investing, review the FAQ’s and/or watch the Financial Independence video. If you don’t find helpful concept answers there, contact WealthStep through the Contact Us page, and WealthStep will respond if possible.

This article is for informational and educational purposes. Any hyperlinks to third party websites are not endorsements and outside content is believed to be reliable but has not been independently verified. Consult an objective financial advisor for guidance as appropriate.