Home  >  Financial Articles and Q&A  >  I need to talk with someone about a 401k Profit Sharing...

I need to talk with someone about a 401k Profit Sharing Plan that I have .

Feb 27, 2018 by Michael in  |  Flag
2 Answers  |  2 Followers
Follow Question
0 votes

My recommendation is to contact Greg Bakke at Expand Financial. 720.387-8158

Comment   |  Flag   |  Apr 03, 2018 from Appleton, WI

1|600 characters needed characters left
0 votes

I would start with the plan advisor provided by your employer. A call to your HR department will get you some basic information and directions on how to get more from the plan administrator. They will be able to get you a list of the investment options offered by the plan and some basic guidelines for how much you are eligible to contribute . They should also provide you with information related to costs and what if any matching contribution is provided by your employer. Once you have this information reach out to a local advisor in your area to see if they would be willing to meet with you and provide guidance in setting up the portfolio in the 401K.

Comment   |  Flag   |  Apr 16, 2018

1|600 characters needed characters left