WELCOME TO YOUR 401(k) RESOURCE
Where you can access and
learn more about your
(401k Provider Logo Here)
401(k)
Supported by Joshua E. Hernandez
Licensed Financial Professional with Transamerica Financial Advisors, LLC
(401k Provider Name)
IS YOUR 401(k) PROVIDER
You can access your account online 24/7 at www.401kProviderWebsite.com
Their staff is ready to take your call & offer assistance with the following:
Enrolling online
Logging in and resetting your password
Navigating the website
Assisting you with contribution changes: changing contribution amounts or switching mutual funds.
You can call them during work hours at (401k Provider Phone)
Meet Your Dedicated Financial Professional
Joshua E. Hernandez
CFEd - Certified Financial Educator
401(k) Plan Consultant
Meet Your Dedicated Financial Professional: Joshua E. Hernandez
Paychex provides administrative and web support but does not offer investment or retirement planning advice.
As a result, employees are often left with unanswered questions about how to make the most of their 401(k) plan to reach their retirement goals.
To address this, your company has taken an extra step by making a licensed professional available to provide retirement and investment education—helping to fill in the gaps that traditional 401(k) providers often leave open.
His name is Joshua E. Hernandez, a licensed financial professional with Transamerica Financial Advisors, LLC. His goal is to improve your 401(k) planning experience.
Mr. Hernandez understands your 401(k) plan and is authorized to offer our staff additional guidance—at no extra cost.
While your 401(k) provider remains your primary point of contact, Mr. Hernandez is available as an additional resource for more advanced planning questions
Joshua E. Hernandez
CFEd - Certified Finanincial Educator
401(k) Plan Consultant
Meet with him by scheduling a phone or video call using his calendar at www.401kCall.com
Email him at [email protected]
Access Ongoing Education and Financial Wellness Tools
Ongoing Education and Financial Wellness
You've enrolled in a 401(k), now what?
Do you wonder?
Exactly how much should you be investing to achieve your retirement income goals?
Should you be focusing on a Roth or Traditional (pre-tax) account?
Should your investment strategy be more aggressive at this stage in your life—or more conservative?
Are there any other investment options outside of a 401(k) you should be considering?
How does life insurance planning support your family’s retirement strategy?
Is a will or living trust worth learning about?
Do you have children and want to know if your plan could help support their college education—or should you be exploring other options?
Or maybe you simply have an interest in becoming better educated on the topic of money?
Your dedicated financial professional, Joshua E. Hernandez, has resources available to help answer each of these questions.
Begin to find answers in the "Financial Education Center" here...
*When you link to any of the websites/hyperlinks displayed within this email, you are leaving this email and assume total responsibility and risk for your use of the website. We make no representation as to the completeness or accuracy of any information provided at these websites. Investing involves risk including the potential loss of principal.
Transamerica Financial Advisors, LLC and its representatives do not provide tax, estate planning, or legal advice. Consult your own independent tax and legal professionals for advice on your situation and the concepts presented here. Securities and investment advisory services are offered by Transamerica Financial Advisors, LLC (TFA), a Registered Investment Adviser and Broker-Dealer, Member FINRA, SIPC.
World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., (In California dba World Financial Insurance Agency, LLC) and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA – offer insurance products.
California License #0679300. WFGIA and TFA are affiliated companies. Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone: 770.453.9300 TFA Headquarters: Two Liberty Place, 50 South 16th Street, Philadelphia, PA 19102. Phone: 770.248.3271
* This hyperlink will forward you to a third party website. Transamerica Financial Advisors, Inc. (TFA) does not control, guarantee, endorse, or approve the information, products, services, or any content maintained by third parties. TFA expressly disclaims any responsibility for the content, accuracy, and quality of the products and services advertised on the third party site. The third party content should not be interpreted as legal, tax, or investment advice.
**Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and the concepts presented herein.
Branch: 765 The City Drive, Suite 100-A l Orange, California 92868 – Office 714.740.0100 Fax 714.740.7079 Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC and Registered Investment Advisor, offers securities and Investment Advisory Services
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