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 pursue their retirement goals, and offer a variety of individual services for all participants of 401(k) plans – including retirement projections and individual planning.

Questions regarding your 401(k) Plan? Contact Brandon Lawrence, Melissa Machlitt, or Dave O'Connell at 763.315.8000 or email@jrafinancial.com

401k Participant Account Access

What sets JRA apart?
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