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Everything you need to know about how your 401k works
Whether you are selling plans to companies, doing rollovers (okay - direct transfers), or selling permanent life insurance for contributions above a company match, knowing about 401(k) plans is essential.
The link above is a GREAT summary resource. I posted a PDF copy with highlighted sections and a couple of typed notes for my website.
Whether you are selling plans to companies, doing rollovers (okay - direct transfers), or selling permanent life insurance for contributions above a company match, knowing about 401(k) plans is essential.
The link above is a GREAT summary resource. I posted a PDF copy with highlighted sections and a couple of typed notes for my website.