Graiwer, Kaplan, Vernik & Evans, LLP Welcome

Welcome to Waypoint! We hope to inspire you to save! Ty G. Rogers Managing Partner – Waypoint Financial Advisors Participant Resources & Support: https://waypointfas.com/wp-content/uploads/2024/07/653059ecdd11fa120fc6fc47-1.mp4 How can we help you today? 401(k) Plan Materials New  Graiwer, Kaplan, Vernik & Evans, LLP Employee? Let us help you understand the financial benefits of participation in your employer-sponsored retirement […]

Graiwer, Kaplan, Vernik & Evans, LLP Rollovers & Distributions

Understanding Your Choices: What’s Next for Your Retirement Savings? 01 Rollover to your new employer. explore this option 02 Rollover into an IRA. explore this option 03 Leave the money in the old plan. explore this option 04 Take the money and cash out. explore this option Need assistance navigating this process? We’re here to […]

Graiwer, Kaplan, Vernik & Evans, LLP Financial Planning

Exclusive Benefits for Graiwer, Kaplan, Vernik & Evans, LLP 401(k) Profit Sharing Plan and Trust Participants Elevate your financial journey with Waypoint Financial Advisors’ all-inclusive financial planning services, seamlessly integrated into your existing retirement benefits. Understanding your financial future begins here! Let’s get started today >> << back to HOME

Graiwer, Kaplan, Vernik & Evans, LLP

Welcome to the Graiwer, Kaplan, Vernik & Evans, LLP 401(k) Profit Sharing Plan and Trust participant home page! Congratulations on taking the first step towards a better understanding of your financial future. Participating in the Graiwer, Kaplan, Vernik & Evans, LLP 401(k) Profit Sharing Plan and Trust is a great way to save. Through this […]

Graiwer, Kaplan, Vernik & Evans, LLP 401(k) Plan Materials

401(k) Plan Materials How do I access my account? Register or login here Update beneficiaries Request a loan Update your investment options and/or withholding amount For additional questions, please call Waypoint Financial Advisors participant support at 877-757-3263   Enrollment Booklet Download Enrollment Overview Download Qualified Default Investment Alternative Notice Download Automatic Enrollment Contribution Notice Download […]