- 401(k) Information Request

401(k) Information Request

Thank you for your interest.

By far the most common employer-sponsored retirement plan is the 401(k) plan.
The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

» Required Fields

Osaic Wealth Inc.

W6110 Aerotech Drive, Suite A
Appleton, WI 54914

1030 Seven Lakes Dr. Suite A
West End, NC 27376,

Phone: 888-444-8897 Local: 920-739-7757

•

Fax: 920-558-4663

www.goldenruleadvisors.com

•

kgustafson@osaicwealth.com ; nroberts@osaicweatlh.com

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Osaic Wealth, Inc. does not provide tax or legal advice.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, IL, IN, LA, MD, MA, MI, MN, MO, NE, NM, NC, SC, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.