Self-Directed Safe Harbor 401(k)
The Edward Jones Self-Directed Safe Harbor 401(k) Plan allows maximum investment flexibility through the use of individual brokerage accounts for each participant.
Edward Jones 401(k) documents are used for this program. Benetech provides cost-effective annual record-keeping and reporting services.
An overview of the program, including basic requirements for a client to qualify for the program.
Common Mistakes to Avoid
Common mistakes to avoid, and some “Frequently Asked Questions.”