Active Envestnet Employees Rolling into the Envestnet Plan
1.
Log-in to 401k.com and register as a new user
2.
Once in the Fidelity site follow this step-by-step guide to instruct Fidelity about your rollover into Envestnet Plan
3.
Complete the ADP paperwork and submit to Nina Vargas to instruct ADP on what you want to do
Questions? Call or Email
Bill O’Neill Ext 137
wjo@AssetStrategy.com
MoneyLetter Hi-Lites
May Issue
MoneyLetter Hi-Lites is a free educational guidance resource for all retirement plan participants. It will enhance your experience as you move along your MyWealth Journey. MoneyLetter Hi-Lites is an important component of Asset Strategy’s holistic approach to your overall financial health.
New: Provisions Update
Latest EduSeries
* Only for Envestnet Employees
Dear Redi2 Employee,
Thanks for visiting this dedicated site for Redi2. This site is intended to provide you with specific information that can help you plan and invest for retirement. We will post past presentations so you can review ones you may have missed, articles on relevant topics and information on the investments in your plan. While this site is intended to help you make better decisions about retirement saving & investing, it is not intended to replace the Recordkeeper website, where you access your retirement account itself. It also is not intended to take the place of personalized advice-for that you should contact us, as we are here to help you.
Our contact information is below.
Sincerely
Your Retirement Team
Kent Fitzpatrick Ext 126
wjo@AssetStrategy.com
Bill O’Neill Ext 137
wjo@AssetStrategy.com
Asset Strategy
24 Superior Dr., Ste 101
Natick MA 01760-1535
781-235-4426
781-222-3002 Fax
