Not invite available. Please contact with Active401k Support Team to request an email invite.
The installation is completed
We have over 3500 plans already in our database, but sadly, your company is not on our radar yet.
If you’d like to send us the complete list of investment options offered in your plan, we’ll get it added right away and then we’ll email you to complete your subscription.
Or if you want to wait for someone else in your company to find us, we’ll notify you when we have your company in our system.
We need a little bit more information from you to pull your investment options! We’ve made it a super simple process, all you have to do is enter your custodian credentials (the username and password you use to login to your account. John Hancock, Fidelity, etc..).
We use those credentials to communicate with your custodian in an ultra-secure manner. We never store or have access to your credentials. They’re simply used under the hood to pull your investment options with ease.
Once we’ve pulled your investment options, we’ll immediately suggest an allocation to you based on the investment options available within your account and your risk tolerance.
IMPORTANT: YOU’LL NEED THE FOLLOWING ON-HAND:
Do NOT click the ‘DONE’ button until the process is complete. Impatience will only delay getting started.