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.

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Contact Information

 

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401(k) Plan Information

 

When would you plan on implementing your new 401(k) plan? During the next month
Within three months
Before the end of the year





Investment Options






Do you plan on matching any portion of the employee contribution? Yes No




These quotes do not guarantee coverage and
actual premiums may differ from the quotes provided


Journey Wealth Management, LLC
Waipahu Office
94-229 Waipahu Depot St. #502
Waipahu, HI. 96797
808 469-4361 Office
808 676-6016 Fax


Honolulu Office
Waterfront Plaza (Old Restaurant Row)
7 Waterfront Plaza
500 Ala Moana Blvd. Suite 400
Honolulu, HI 96813
808 469-4361 Office
808 676-6016 Fax

California
Manteca, CA Office
903 W. Center St. #7
Manteca, CA 95337
209 825-8888 Office
209 825-9955 Fax
www.retirement-specialist.net
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Check the background of this financial professional on FINRA's BrokerCheck