Understanding 404a-5 Plan & Investment Notice Fees

Join Bayntree Financial Advisor Cristina Perez as she explains the fees associated with your 401K plan. She'll go over the 404a-5 plan and investment notice, which provides valuable information about fees, expenses, and investment options.

  • It's a legally required document that must be provided to all 401K plan participants.
  • It provides information about the plan's fees, expenses, and investment options, helping participants decide about their retirement savings.
  • It's designed to help you understand your 401K plan and investment options to keep you in control and informed of your plan.

To discuss any questions you may have, please contact Bayntree at (480) 494-2750 or click here to schedule a 15-minute call.

401(k) Education