Sample Company 401k plan

First Name *

Last Name *

Email *

Phone *

Street Address *

City *

State *

Zip Code *

Date of Birth (mm-dd-yyyy) *

Step 2: Calculate Your Risk Tolerance

Please click the link for "Get Risk Tolerance Assessment" below. The link will open a new tab or window. Complete the Risk Tolerance Assessment, then come back to this tab and enter your score into the "Risk Tolerance Score" field below.

Open Risk Assessment Questionnaire

Step 3: Acknowledge Receipt of Disclosures

We are required to provide you with disclosures related to this 401k plan. The disclosures related to your plan are listed below. Please download and read the disclosures and click the "Yes" option below to acknowledge your receipt of the necessary disclosures.

(NOTE: A list of uploaded Disclosure PDFs will appear here.)

Step 4: Accept the Investment Advisor Agreement

In order to proceed, you must accept the terms of the Investment Advisor Agreement (NOTE: THIS LINK WILL OPEN A MODAL WINDOW WITH A SCROLLABLE BOX AND AN "I AGREE" BUTTON AT THE BOTTOM). After you have read it, please click the "Yes" option below to indicate that you agree to the Investment Advisor Agreement.