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.