✈ Getting started with the 401k Autopilot® Program
If you have more than $250,000 in your 401k account, you may qualify to participate in the 401k Autopilot® Program.
- Just complete the online form below to request a 401k Autopilot® Fast Start Kit
- The 401k Autopilot® Fast Start Kit will be sent to you immediately
- Read the materials carefully
- Complete the application form and return to us quickly to hold your spot in line as your application is reviewed
- After review, we will make a decision and notify you in writing that your application has been accepted (or not and why)
- Once accepted, your account will automatically be managed by Rhoads Lucca’s 401k Autopilot® Program
- Your 401k account will be aligned with the 401k Autopilot® Program at the next trading date automatically!