The 401k AutopilotSM Program Starter Kit

How to Get Started with The 401k AutopilotSM Program

If you have more than $250,000 in your 401k account, you may qualify to participate in The 401k AutopilotSM Program.

    1. Complete the online form on this page to request your 401k AutopilotSM Program Starter Kit.

    2. The 401k AutopilotSM Program Starter Kit will be sent to you immediately.

    3. Read the materials carefully.

    4. Complete the application form and return to us for review.

    5. After review, we will make a decision and notify you in writing that your application has been accepted (or not and why).

    6. Once accepted, your account will automatically be managed by Smith Anglin’s 401k AutopilotSM Program.

    7. Your 401k account will be aligned with the 401k AutopilotSM Program at the next trading date automatically.

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Complete this form to receive your 401k AutopilotSM Program Starter Kit.

 

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