VIDEO
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.
Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.
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