VIDEO

Understanding your Critical 401k Documents

401(k) Education

October 20, 2021

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.

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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