401k Autopilot® Starter Kit
✈ How to get started with the 401k Autopilot® Program
- Complete the online form below this section to request a 401k Autopilot® Starter Kit
- The 401k Autopilot® Starter 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