Video and Quick Guide
The 4 Things You Should Know When Enrolling In Your New 401(k) Plan
Made available by Joshua E. Hernandez
Investment Advisor Representative with Transamerica Financial Advisors, Inc.
CFEd - Certified Financial Educator and your dedicated 401(k) Plan Advisor
1 - Know How Much
Determine how much you want to contribute per pay period.
2 - Know What Kind
Access to a Traditional Pretax Account and a Roth Account.
3 - Know What Fund(s)
Over 20 Quality Investment Options to choose from.
4 - Know Your Beneficiaries
Who you want your account to go to in the event you pass away.
Watch this short video for a recap then requst the extended version
You will also learn:
What you can do with old IRA's and 401(k)'s
Your options if/when you find other employment
Additional resources to help pursue financial goals
Your 401(k) provider will be your main point of contact for website and administrative support.
Joshua E. Hernandez is an independent financial professional with Transamerica Financial Advisors, Inc . He works with your H.R. Team, understands your plan well and is authorized to support you with additional resources within and beyond your 401(k).
Use his calendar to schedule a consultation.
You can learn more about him here www.joshuaehernandez.com
Branch: 765 The City Drive, Suite 100-A l Orange, California 9286Divider8 – Office 714.740.0100 Fax 714.740.7079
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