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Policies

Disclosures

Operator and legal disclosure

SBC 401(k) Education is a marketing service of SBC Social Marketing LLC, a Michigan limited liability company based in Grand Rapids, MI. SBC Social Marketing LLC is a marketing company, not a registered investment adviser, tax preparer or law firm, and does not provide investment, tax or legal advice. Information on this site is educational only. Individualized financial or tax advice requires an appropriate professional. If you request a review, your information is shared with a financial advisor at SBC Financial, who will contact you. Advisory services are offered only through SBC Financial. Not affiliated with or endorsed by the IRS, the Department of Labor, or any government agency. Investments involve risk.

Optional review

If you request a review, your information is shared with a financial advisor at SBC Financial, who will contact you. Advisory services are offered only through SBC Financial. SBC Social Marketing LLC is a marketing company, not a registered investment adviser, and is not the firm providing advisory services.

Scope and limitations

  • Content is general education and may not reflect the most recent rule changes. Confirm current figures with the IRS and the plan administrator.
  • Plan features, such as brokerage windows, Roth contributions or in-plan advice, vary by employer and provider.
  • Examples of providers are factual references only and are not endorsements or affiliations.
  • Quiz results are reading suggestions. They are not a risk assessment, a suitability determination or a recommendation.
  • State and metro pages describe public program information for business owners and do not identify local offices.
  • Past performance does not guarantee future results. Investments involve risk, including possible loss of principal.

See also the Privacy Policy and Sources.