Greetings!
The 401(k) plan has become the backbone of the American retirement savings plan. However, too many people do not pay near enough attention to it on a year-to-year basis!
The Decker Group at EFS Advisors is reminding all those with a 401(k) plan that it should be reviewed ANNUALLY for the following:
- Are you saving enough each paycheck to retire on your desired date?
- Is your current risk level appropriate for your age and the returns adequate to reach your retirement goal?
- Are you in the best performing funds available to you inside your plan?
Now through April 15, 2020, we are offering complimentary 401(k) review sessions to clients, their spouses, friends, and family!
Please click on either Josh's or Matt's calendar links below to schedule your review session via conference call, Zoom web conference, or face-to-face consultation. When registering, you will be asked to enter your contact information and when asked to "please check the reason(s) you would like to meet", please select the box next to "401(k) Review".
