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401(k) Participant

We offer financial guidance to plan participants to assist you with an asset allocation strategy that best suits your risk tolerance level. Every participant is unique and we strive to make managing your 401(k) account as painless as possible. With all the necessities of living competing for your paycheck dollars, it makes saving for retirement a challenge. Relying on Social Security alone will leave most retirees living below their accustomed standard of living.

How can we help you?

  • Discuss your specific situation and your Plan's Investment options
  • Offer managed accounts for participants who don't want to manage their own account
  • Offer a Gap Analysis report to determine if you are on track to reach your retirement goals or if you need to adjust your deferral amount or investment risk profile
  • Offer guidance on Social Security Retirement benefits to help determine the optimal time to begin collecting to get the most out of this important benefit
  • If you leave the Plan we will assist you in the IRA Rollover process in order to avoid or reduce income taxes on your distributions