Understanding your Critical 401k Documents

This month’s educational video explains critical 401K documents and the information they provide. Join Jonathan Gengle, a Bayntree Financial Advisor, as he goes over:

  • Summary Description Plan (SPD)
  • 404a-5 Notice
  • Quarterly Participant Statement
  • and more!

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

401(k) Education