1. Implementing Your Salary Deferral This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com To implement your salary deferral forms, just follow these four basic steps…

2. Implementing Your Salary Deferral This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com 1) Start by simply filling out the appropriate Salary Deferral Form(s) as outlined in a previous training...

3. Implementing Your Salary Deferral This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com 2) Notify your accountant or payroll processor of the amount you’d like to defer from your payroll, and whether you are making a Roth or Traditional contribution…

4. Implementing Your Salary Deferral This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com 3) At each pay period in which you make a contribution to your Strategic Affluence 401k, your payroll processor will simply address the correct portion of your payroll to your Strategic Affluence 401k for your benefit rather than to you personally.

5. Implementing Your Salary Deferral This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com 4) This payment to your Strategic Affluence 401k can be deposited wherever deemed appropriate by the Trustee of your Strategic Affluence 401k (probably yourself), including a bank, brokerage or any other qualified account.

6. Qualified Employees This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com Exactly Which Of Your Employees Are Qualified To Participate in Your Strategic Affluence 401k?

7. If You Are… This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com An owner or spouse of the owner; and A W-2 employee; and You work at least 1,000 hours per year; and Your business has no W-2 employees who are not owners or spouses of owners (excluding employees who work under 1,000 hours per year), then…

8. Qualified Employees This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com You Qualify… Be Sure To Complete The Salary Deferral Form!