401k Generation

Enroll here to start your path towards financial independence.
Congratulations on making the first steps towards your retirement! You will now be taken through a few quick steps to complete your enrollment process. Once completed, your elections with be submitted and you will start making deferrals into your 401k plan! Please click next to continue your with enrollment choices! Please make sure you are eligible to enroll in your plan before you begin

Your Information
First Name*
Last Name*
Personal Email Address*
Phone*

Additional Information
Company Name*
Last 4 digits of SSN*
Date of Hire (Optional)
Month
Day
Year
Date of Birth*
Month
Day
Year

Enrollment
Please select “Yes” if you would like to enroll in the plan, then enter your deferral percentage below. If you do not wish to participate in the 401(k) plan, please select “No”.
Enrollment Option*
- Yes, I want to enroll in the plan at this time.
- No, I do not want to enroll in the plan at this time. My deferral is zero.
Pretax Salary Deferral*
Roth 401(k) Deferral (Enter "0" if none)*
*Consult with your employer to determine if the Roth 401(k) option is available in your plan. Also, loans and hardship withdrawals will not be issued from your Roth 401(k) balance.

I acknowledge that I have received a copy of the plan's Fee Disclosure Statement for Participants. I have indicated below the percentage that I want to contribute to the plan through payroll deduction. Deferrals must be in increments of 1% (non-whole numbers will be rounded down to the nearest percent).

Enrollment form download

How to Invest
Choose how you would like to select investment funds?
Path Choice*
- Help Me Choose
- Plan Default Fund (QDIA)
- Pick My Own Funds

Risk Tolerance Quiz
What is your age?

Risk Tolerance Quiz
How many years until you plan to retire and begin making withdrawals from your plan?

Risk Tolerance Quiz
The value of some investments may fluctuate significantly over time. If you invest $10,000, what level of decline would you be willing to tolerate over five year?

Risk Tolerance Quiz
How comfortable do you feel with at least a portion of your investments invested in the stock market?

Risk Tolerance Quiz
Which statement best describes your willingness to accept risk in order to achieve potentially higher returns?

Risk Tolerance Quiz
Do you agree you can meet your retirement goals based on your current salary and savings outside of your qualified investment plan?

Program Selection
Your Score
Your score is calculated using the answers to the previous 6 questions. We recommend selecting the program that correlates with the score you received.
Program Selection*
- Conservative PortfolioScore: 6 – 12
  This goal is best accomplished with the Income Portfolio, which is allocated approximately 90% to bonds and 10% to stocks. The Income Portfolio is suited for those whose investment timeline is less than five years, or who want only limited fluctuation in the value of their investments.
- Moderate PortfolioScore: 13 – 20
  Allocated approximately 60% to bonds and 40% to stocks, the Moderate Portfolio is best suited to this investment orientation. The Moderate Portfolio is suited for those whose investment timeline if five to 10 years, or who can accept moderate fluctuation in the value of their investments.
- Moderate Growth PortfolioScore: 21 – 25
  The portfolio has an approximate allocation of 60% stocks and 40% bonds. While its primary goal is growth, the portfolio includes a component of investment income. The Growth & Income Portfolio is suited for those whose investment timeline is 10 to 15 years, or who can accept annual fluctuation in the value of their investments.
- Aggressive Growth PortfolioScore: 26 – 29
  This is an aggressive-growth investment approach, which is provided by the Aggressive Growth Portfolio. The portfolio is allocated approximately 90% to stocks and 10% to bonds. The Aggressive Growth Portfolio is suited for those whose investment timeline is 15 years or longer, and who can accept significant annual fluctuation in the value of their investments.
Investors should carefully consider investment objectives, risks, fees, charges, and expenses. This important information is considered in the funds’ prospectuses which can be obtained from your financial professional and should be read carefully before investing. Please contact us to request a prospectus. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. 401k Generation, a Registered Investment advisor, provides information relating to your plan contract. Product features and availability may differ from your plan. Content contained herein is not intended to serve as impartial investment or fiduciary advice.

Signature
Today's Date*
Month
Day
Year
Hidden
X for Yes
Hidden
X for No
Hidden
X for Default
Hidden
100 for Conservative
Hidden
100 for Moderate
Hidden
100 for Moderate Growth
Hidden
100 for Aggressive Growth

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Additional Information

Enrollment

How to Invest

Risk Tolerance Quiz

Risk Tolerance Quiz

Risk Tolerance Quiz

Risk Tolerance Quiz

Risk Tolerance Quiz

Risk Tolerance Quiz

Program Selection

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Your Savings

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Enrollment

Step 1 of 13

Enroll here to start your path towards financial independence.

Your Information

Additional Information

Enrollment

How to Invest

Risk Tolerance Quiz

Risk Tolerance Quiz

Risk Tolerance Quiz

Risk Tolerance Quiz

Risk Tolerance Quiz

Risk Tolerance Quiz

Program Selection

Retirement Calculator

About You

Your Savings

Calculations