3-4_Understanding-Why Participate.ai

Time to Get Started!

You have been provided all the necessary tools to start saving for your retirement. We have given you the basics: what a 401(k) is, how it works, and the advantages of participating. We helped you calculate what you need to save for retirement and select the best investment strategy for you. Now you can start saving for your retirement!

Here’s what you need to do to get started:

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Establish a contribution amount Indicate to your employer how much you would like to contribute to your retirement account.

ATBlueprint customization form Provide us information on other retirement accounts you have and customized measurements to better determine your retirement path.

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Complete a rollover form (If applicable) Roll over a 401(k) or IRA account from a previous employer. Note this form is needed only if you choose to transfer an outside retirement account into a new retirement account.

Choose an investment election Provide direction on where to invest your contributions and, if applicable, any contributions from your employer.

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Important note Contact your employer to determine if there is a deadline to submit this information.

Select a beneficiary Designate the person or persons as primary and contingent beneficiaries; those you want to receive your account balance upon your death.