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.

Workato offers a 401(k) through Fidelity Investments. The 401(k) plan allows you to save for retirement and enjoy significant tax advantages. You can contact Fidelity Investments at any time at (800) 835-5095 (Group #: 76342) or by logging in to netbenefits.fidelity.com for more information about the plan, your account balance, making contributions, changing investment elections, initiating a rollover or requesting a loan or withdrawal.

Who is Eligible for the 401(k)?

All US-based employees over the age of 21 are eligible to participate in the company’s retirement savings plan.

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)

  • Workato will match 50% of your contribution, up to the first 6% of your salary.

  • Contribute using convenient payroll deductions up to the IRS limit of $24,500 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.

  • Maximum Annual Contribution Limit – Up to $24,500 per year (age 50+ save an additional $8,000 per year).

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