SagePoint Financial, Inc. - 401(k) Information Request

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.

Phone:

David Rodriguez CFP® (512) 280-0920

drrodriguez@sagepointadvisor.com

Andrew Mulder AIF® CRPS® (281) 762-2073

amulder@sagepointadvisor.com

Robert Bagby (512) 699-0618

robertbagby@sagepointadvisor.com

Jeff Brecht (512) 895-9211

jbrecht@sagepointadvisor.com

Zachary Sasser (512) 387-2537

ZSasser@sagepointadvisor.com

Chris O'Connell (281) 407-4831

Chrisoconnell@sagepointadvisor.com

www.financialadvisorsoftexas.com

*Securities and insurance services offered through SagePoint Financial, Inc., A Registered Broker Dealer. Member FINRA/SIPC. David Rodriguez, Robert Bagby, Andrew Mulder, Zachary Sasser, and Jeff Brecht are Investment Advisors Representatives offering advisory services through SagePoint Financial, Inc., a registered investment advisor.

This communication is strictly intended for individuals residing in the states of CO, CA, FL, LA, MD, NJ, NM, NV, NY, OK, OH, PA, and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.