Frequently Asked Questions

General


If I use Advisor Financial to manage my 401(k) account, is the account transferred away from my plan's custodian?

No, your account remains where it is. We act as an independent third party to manage it on your behalf. For example, if Fidelity is your plan custodian, you still have access to your account through their NetBenefits website and you continue to receive account statements from Fidelity.


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