| If you have questions regarding: |
Contact Name: |
E-mail Address: |
Direct Line: |
| Distributions & Loans |
Dani Hale
Kelly Duran |
dani@401kplus.com
kelly@401kplus.com |
(817) 563-3408
(817) 563-3417 |
Change in Investment Elections or Fund to Fund Transfers |
Dani Hale Kelly Duran |
dani@401kplus.com
kelly@401kplus.com |
(817) 563-3408 (817) 563-3417 |
Locked Out of Website or Forgot PIN or Password |
Erin Christopher Dani Hale |
erin@401kplus.com
dani@401kplus.com |
(817) 563-3400 (817) 563-3408 |
| Change or Address or Beneficiary |
Erin Christopher |
Fax to: (817) 563-3445 |
(817) 563-3400 |
| Establishing an IRA |
Mary Motley |
mary@401kplus.com |
(817) 563-3418 |
Request for Consultation: Group Benefits |
Bill Worley Nick Barbetta |
bill@401kplus.com
nick@401kplus.com |
(817) 563-3400 (817) 563-3413 |
Request for Consultation: New Plan |
Bill Worley John Cole |
bill@401kplus.com john@401kplus.com |
(817) 563-3400 |
Request for Consultation: New Section 125 Cafeteria Plan |
Bill Worley Nick Barbetta |
bill@401kplus.com
nick@401kplus.com |
(817) 563-3400 (817) 563-3413 |