401kPortal® Help

The links below will help you get started. Simply click on the link and a separate window will open with the document or program you've requested.

401kPortal® Overview
401kPortal® customers fall into two categories: institutional clients (who have entered an agreement with McKay Hochman and can create unlimited numbers of documents) and occasional users (e.g., professional firms that are creating documents on a pay-per-plan basis). Since institutional clients receive specific training in the system's use, you are probably an occasional user looking for help in getting started. Here's what we have to offer.

Documents Available on the 401kPortal®
This will describe the different types of plans you can create through the 401kPortal®

Getting Started Instructions.
This explanation will tell you how to establish an account and to create a user name and password. Once you've completed these steps, you can access the Portal's significant Help features to learn more. Note: Creating an account doesn't cost anything.

Online Classes.
Newkirk/McKay Hochman offers free online classes on how to use the 401kPortal®. To register for a class, email Debbie Liberatore at dliberat@mhco.com or call her at 973-492-1880. (While the classes are free, you need to register; you will also need an Internet-connected computer and a phone to conference in for the voice portion of the class.)

Ten Steps PowerPoint Presentation.
Click here to start up a Powerpoint® presentation on how to use the 401kPortal®. This presentation will walk you through all of the steps required to create a document. You will need Powerpoint or the Powerpoint Viewer, as well as an audio card and speakers, to use this option. You can download the Powerpoint Viewer by clicking on the icon below.

401kPortal® Pricing.
Click here to learn how and when we impose a charge. And how much that charge will be.