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  1. 401KInABox
  2. Getting Started

Getting Started

Information about setting up your account

Getting Started for Financial Advisors

  • Quick Start Guide for Financial Advisors

Getting Started for Plan Sponsors

  • Submitting Annual Data
  • Paying Your Invoice
  • Accessing the Portal Files
  • Accessing your Client Profile
  • Updating Company Ownership Percentages
  • Quick Start Guide for Plan Sponsors
401KInABox