Welcome to Your 401(k) Guide

This course will provide you with the fundamentals of 401(k) investing, as well as some tips for both seasoned investors and those just getting started on their retirement planning.

It is our hope that you leave this course feeling educated and empowered to take full advantge of your 401(k) and invest for your future.

What You'll Learn

Getting Started

Create an account with your 401(k) provider to access your new retirement savings plan. Be sure to ask your plan administrator or financial advisor for help.

What amount should I contribute?

Your contribution rate is the amount that will be deposited into your 401(k) retirement savings account each pay period. This amount can be changed anytime.

Should I save pre-tax or Roth?

Determine whether to make your contributions on a pre-tax or Roth basis. This decision can have substantial tax benefits depending on your personal income and retirement goals.

How do I pick my investments?

Identify an investment strategy that meets your specific long-term financial needs. Your financial advisor can help you establish the optimal strategy to achieve your goals.

What is a beneficiary?

Determine any beneficiaries for your 401(k) assets. This is an important, yet often overlooked, aspect of 401(k) investing that aims to protect your loved ones in the event of your passing.

How do I rollover my other 401(k) accounts?

Consolidating your retirement assets is a great way to ensure that appropriate attention is paid to your investments throughout your life. Older 401(k) accounts can be transferred into your current plan and/or into an IRA.


+ Your Virtual Financial Toolkit

Leverage the virtual financial resources available on this site at your discretion
Virtual Investment Advice

Schedule a 1-1 consultation directly on your advisor’s calendar at a time that is convenient for you. Discuss your 401(k) right from your desk or the comfort of your own home.

Holistic Wealth Diagnostic

Take a few minutes to complete our smart questionnaire (found under next steps) and your advisor will offer personalized recommendations.

Important Documents

All of your company 401(k) enrollment documents, conveniently located directly on this platform.

Rollover Old Accounts

Leverage our request form and consolidate your retirement accounts in an IRA or your company 401(k) account. Our team is here to help!

Integrity Financial

Need a more personalized touch?

Integrity Financial's team of expert financial advisors is here to help guide you through the 401(k) process and create a financial plan tailored to your specific needs.