P.O. Box 554
Brighton, CO 80601
  • Denver Metro: 303-835-3969Nationwide: 888-852-0702
  • 888-837-3746

Investing Basics: Embark on Your Wealth-Building Journey

Contact Us

Please feel free to contact us with any questions.

Contact Us

Investing Basics: Embark on Your Wealth-Building Journey

Here's what's new for our employer-sponsored retirement plan participants:



It's 2019! Happy New Year! Let's get ready for tax season.

Your year-end account statements should be arriving soon. Depending on how you made your contributions (and if you made any withdrawals last year), you'll also either receive a Form 1099 for your taxes, or your form W-2 will reflect your contributions made through payroll.


Employers have until January 31 to mail your W-2 tax forms to you, and investment companies have until at late as February 28 to mail many 1099 forms. If you are waiting on mailed copies, expect at least 10 additional days to receive them.

Reach out to us if you have questions.



PlanningConfused about your finances? Need personal help?


Your employer plan provides either free or very low-cost, personal and confidential financial planning services with nVest Advisors. Check your plan details and schedule a free consultation with a financial advisor to get started!