AWB: A 401(k) GuideGET STARTED Course Content Course Content Welcome to Your 401(k) Guide HOW TO ENROLL Create Account @ Health Equity Step 1 : Assign a Contribution Rate Step 2: Determine Pre-tax or Roth Step 3: Select Investments Step 4: Name a Beneficiary Step 5: Rollover Your Old 401(k) NEXT STEPS Risk Tolerance Questionnaire Wealth Management Questionnaire Meet with Your Advisor – Sarah Archer ADDITIONAL INFO Who is Integrity Financial? Important Documents Recent Newsletters Help Disclosures
