Page 26 - 2022 Arabella Advisors Benefit Guide

Arabella Advisors 401(k) Retirement Plan

Vendor: FuturePlan / https://login.futureplan.com/

Advisors: AFS 401(k) Retirement Services / Alex Assaley, (301) 961-8401 (aassaley@afs401k.com) and Allison
Rosenberg, (301) 961-8416 (arosenberg@afs401k.com)

Our 401(k) Retirement Savings Plan offers a convenient way to save for your future through payroll deductions.
Plan Highlights
- Eligibility: 18 years old, immediate entry
- Employee deferrals: Pre-tax or Roth contributions up to $20,500 in 2022
- Catch-up contributions: for employees 50 and over up to $6,500 in 2022
- Automatic enrollment of 4% for all new hires
- Employer matching contribution: 100% up to 4% of compensation
- Vesting: 100% immediate vesting

Please see the Plan’s Summary Plan Description (SPD) for full details

When investing in a retirement plan, it can be hard to know where to begin or how to manage your investments. Arabella
Advisors has partnered with AFS 401(k) Retirement Services to help you onto the best financial path with your retirement
plan and finances.

Did you know with AFS’ 401(k)'s services you can sign up for a 1:1 financial coaching session, where an advisor will deliver
independent guidance, counsel, and advice to help you make the most out of your employer retirement plan and your
financial life??

In addition to coaching sessions, you can also create your own custom MyMoneyNav account where you will receive:
• A personalized financial planning dashboard based on our coaching sessions
• Ability to aggregate your financial information and accounts
• Set goals and to-dos to help you make tangible progress towards your financial goals
• Maintain motivation and accountability through automatic reminders and customized resources
• Access to our advisors and one-on-one coaching services at the click of a button

If you would like to access the MyMoneyNav platform now, you can also go to www.afs401k.com/arabellaadvisors and
create your account. AFS is excited to provide this complimentary service to all Arabella Advisors employees. The
MyMoneyNav platform will help you continue on a high quality and reliable financial wellness program designed to help you
enjoy your life – all of it.

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