401(k) Participants

You have a full time job – you shouldn’t need another to figure out how your 401(k) plan works or which investment is right for you.   At JRA, we are here to help you navigate the paperwork and investment decisions that come along with participating in a 401(k) plan.

  • 401(k) plan enrollment
  • Risk tolerance analysis
  • Investment review
  • Allocation recommendations
  • Loans and Hardship withdrawals (plan specific)
  • Account rebalancing
  • Termination and rollovers

We are committed to helping each participant achieve their retirement goals, and offer complimentary individual services for all participants of our 401(k) plans – including retirement projections and individual planning.

Questions regarding your 401(k) Plan? Contact our Qualified Plan Specialists: Billie Van Lith and Melissa Machlitt at 763.315.8000 or qp@jrafinancial.com

401k Participant Account Access

What sets JRA apart?
Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved