Portal Files

Article Contents

• Overview
• How to Upload a File
• FAQ

Overview

The portal files module in the 401k In A Box portal allows you to upload files, view files, and organizes files for your plan for current and previous years. It also allows 401k In A Box to assign files over to you for review or signatures. The module is necessary to store important year end packages for your plans as well as your plan documents for your plan. 

How to Upload a File

1. Login to www.401kinabox.com
2. Navigate to the "Portal Files" module
3. Select "Upload Files"
4. Select the file you would like to upload
5. Select "Upload File"

FAQ

• Can I review the documents I sent to 401k In A Box?
  • Yes, by clicking the "Sent Files" tab in the Portal Files module.
• I received an email saying that I have documents to review- where do I find them?
  • Go to the Portal Files module under the "Received Files" tab.
• Where can I find my annual package?
  • Go to the Portal Files module under the "Received Files" tab.
• Where can I find my form 5500?
  • Go to the Portal Files module under the "Received Files" tab.
• Where can I find my plan document?
  
  • Go to the Portal Files module under the "Received Files" tab.
• Where can I find my Beneficiary Designation form?
  • If you have signed and returned it to us, it will be under the "Sent Files" tab in the Portal Files module.
  • If you need to fill out the form, go to the Portal Files module under the "Received Files" tab.