Sakuma Brothers: 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 Take the Wealth Management Questionnaire Schedule a Meeting – Advisor Support Determine Your Risk Tolerance ADDITIONAL INFO Help Who is Integrity Financial? Recent Newsletters Important Documents Disclosures
