About SBC 401(k) Education

Who operates this site

SBC 401(k) Education is a marketing service of SBC Social Marketing LLC, a Michigan limited liability company based in Grand Rapids, Michigan. SBC Social Marketing LLC is a marketing company. It is not a registered investment adviser, tax preparer or law firm, and it does not provide investment, tax or legal advice.

What the site does

The guides explain common workplace plan topics in plain language and link to official sources such as the IRS and the Department of Labor. The quiz suggests reading. Neither is a recommendation for any individual.

Who it is written for

Education is especially relevant for households with about $500,000 or more in investable financial assets. This is an audience guide, not a minimum. Readers below that amount are welcome.

Investable assets means cash savings and financial investment accounts, including retirement accounts, not home equity.

Optional review

Readers who want to talk with someone can request an optional review. Advisory services are offered only through SBC Financial. See the disclosures and sources.