401(k) Retirement Savings Plans

Do you...

  • Contribute to a defined contribution plan, such as an IRA, 401(k), or 403(b)?

  • Know the maximum allowed contribution and make it?

  • Contribute enough to get 100% of your company match?

  • Align your investments (asset allocation) with your risk tolerance?

  • Review your investments and plan at least twice a year?


Things to consider

If you have access to an employer-sponsored plan, you should take advantage of the opportunity to accumulate tax-deferred earnings. At the very minimum, contribute the necessary amount to get the maximum employer match—it’s free money. Professionals can help you manage these employer-sponsored retirement plans.


We can help

If you have access to a 401(k) plan, we can help you take advantage of the opportunity to earn tax-deferred earnings. Learn how contributing the right amount to get the maximum employer match can get you “free money.”

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1. Statistic Brain – Retirement Statistics, January 3, 2016

2. HelloWallet – Debt Savers in Defined Contribution Plans, October 2013

3. CNBC – Self-employed go it alone with retirement savings options (TD Ameritrade Self-Employed Survey), June 2015

4. Forbes – The Retirement Crisis: Why 68% Of Americans Aren’t Saving In An Employer-Sponsored Plan, April 2015

5. IRS – Retirement Topics – Contributions, July, 2016

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