Wealth Mobile vs Planforge 401k

With Pictet’s mobile application “Wealth Mobile”, you can interact digitally with Pictet and have your portfolio at your fingertips. Main features Secure messaging Exchange messages with your relationship manager in a user-friendly, confidential and secure environment. Portfolio View your portfolio, positions and daily transactions, and access historical performance and market data (stock quotes, market indices and exchange rates). Financial views Read economic news, analysis and Flashnotes, and download our publications. Timeline Find all the interactions on a single screen. Notifications Receive instant notifications about your secure messages, portfolio and financial analysis. Authentication With Wealth Mobile, your device becomes an authentication tool letting you access advisory content and log in to Pictet Connect more easily. Documents Easily access all your correspondence with Pictet. Legal notice Some of the content described above is not accessible to all users. Depending on where you are connecting from, you may have no or only limited access to the content of this application. By downloading this application, you expressly consent to the data you make available to Apple Inc. or iTunes SARL (hereinafter "Apple") being collected, transferred, processed and made available in accordance with Apple's terms and conditions. Third parties may therefore deduce a business relationship, present or past, between you and the Pictet Group*. As such, banking secrecy can no longer be guaranteed. *The Pictet Group includes the entities mentioned in the report published under the following link: http://www.pictet.com/reports .

PlanForge 401k gives employees instant, secure access to their employer-sponsored 401(k) plan. With PlanForge, you can: View your personalized 401(k) dashboard with contribution details and plan information Sign deferral election and beneficiary designation forms electronically with built-in e-signature Set up auto-escalation to automatically increase your savings rate over time Complete a risk questionnaire for personalized investment recommendations from a licensed advisor Track enrollment deadlines and stay on top of important plan milestones Security is built in. PlanForge uses passwordless magic link authentication and phone verification, so there are no passwords to remember or reset. PlanForge Consulting helps small businesses (15-75 employees) implement net-zero cost 401(k) plans using SECURE Act 2.0 tax credits. Referral partners and financial advisors can access their own dedicated portal at partners.planforge401k.com. Questions? Visit planforge401k.com or email Alexis@planforge401k.com.