Contact a Savant Retirement Plan Specialist

Please use the form below to contact our team.

Or contact a Savant Retirement Specialist directly at 844.472.8268, available from 8am – 5pm (CST) Monday-Friday.

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First Name*

Last Name*

Email*

Phone*

Company name associated with your Savant 401(k) plan**

*This is the employer that sponsors your 401(k), which may be a current or former employer.

Message*

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

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