A Retirement Plan Isn’t The Same as a Retirement Plan
Right now, you’re likely contributing to a 401k(k), 403(b), 457(b) or Taft-Hartley Annuity Plan. And one day, those contributions will need to fund your life’s next phase: bucket-list trips, long-term care and everything else.
But how do you know if you’re on track? What if you made simple changes now that might pay off meaningfully down the road?
Our team can help with a complimentary review.
Here’s What’s Included:
A review of your plan’s investing options, fees and performance
Suggestions to match your financial goals and risk tolerance
Retirement income forecasting
Educating Enrollees
Employees are more likely to participate in retirement plans when they understand the fundamentals. Our team will hold learning sessions virtually or on site at intervals of your choosing:
- Quarterly
- Annually
- Semi-annually
- On demand
Who Is Eligible for a Review?
Specifically, anyone:
- With a 401(k), 403(b), 457(b) or Taft-Hartley Annuity Plan with your existing employer or local union
- With a 401k(k), 403(b), 457(b) or Taft-Hartley Plan at a previous employer or local union
- Confused or unsure about their retirement plan
- Age 50 or older who can “catch up” with contributions
- Who wants to do everything possible to feel more confident about their future
Make a Plan for Your Retirement Plan
Call us at 202.861.4417 or simply share your name and email to get started.
Thank you for your submission!