Basic Capital

Basic Capital gives you the tools, flexibility, and service to get the most out of your retirement benefit. With Basic Capital, you can: • Enroll in a 401(k) through your employer and contribute directly from your paycheck • Access investment options ranging from Target Date Funds to ETFs, Single Name Stock, and more • Manage Traditional and Roth strategies separately, with streamlined contribution elections and conversions in a few clicks • Set up Mega Backdoor Roth to convert after-tax contributions into Roth dollars • Get real-time portfolio insight from a mobile-first platform built for everyday use • Reach a plan specialist in under 15 minutes, no hold music, no runaround - No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor's individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio.