Retirement

One of the best ways to ensure a secure retirement is to start saving as early as possible. Our 401(k) savings plan allows you to save for retirement on a pretax basis. You can begin contributing to the plan at any time once you become eligible and start making contributions to your account through convenient payroll deductions.

Addepar offers a 401(k) through Fidelity. The 401(k) plan allows you to save for retirement and enjoy significant tax advantages. You can contact Fidelity any time by logging in to 401k.com for more information about the plan, your account balance, making contributions, changing investment elections, initiating a rollover or requesting a loan or withdrawal.

    Eligibility and Enrollment

      Who is Eligible for the 401(k)?

      All regular employees, age 21 and over are eligible to join the 401(k) plan on their date of hire.

      How Do I Enroll in the 401(k)?
      You can enroll in the retirement savings plan by visiting your plan provider’s website and registering with your personal information. Once registered, you’ll be able to select your contribution percentage.

      Increase Your Retirement Savings with a 401(k)

      • Contribute using convenient payroll deductions up to the IRS limit of $23,500 per year.
      • Change the amount of your contributions or stop your payroll contributions at any time.
      • Decide how to invest your 401(k) or allow the plan to choose for you.
      • The 401(k) contribution limit for employees age 50 or older is $31,000 in 2025.
      • New Hires will be auto enrolled at 5% after first paycheck.