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Resources and General Educational Materials

The success of any employer-sponsored benefit plan is largely dependent on participants understanding and properly utilizing their benefits. For instance, with the growth of 401k plans, saving effectively for retirement generally requires workers to know:

  • how much to save?
  • how to invest their savings?
  • what represents an appropriate risk-based asset allocation?
  • when approaching retirement, how to plan for distributions?
  • what are the tax ramifications of early withdrawals?

We have prepared a variety of resources, educational literature, and tools to help employers, plan participants, and professional advisors. In addition, we can develop and provide employer-specific educational materials as part of our firm's core services.


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