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Does this replace my current 401(k)?
No. Your existing employer-sponsored 401(k) remains the same.
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Do contributions still come from payroll?
Yes. Contributions continue through your employer plan.
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Am I locked in?
No. You can always switch back to the default target date funds and we’ll no longer manage the account.
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Is there an Advisory Fee?
Yes our fee is an annual 0.75% (75bps) of the account value billed directly from the account.
