Employees
Retirement Plan
If you are new to your retirement plan, there are important things to consider.
A review of the current or new group plan will give your Advisor important information on how to properly plan to meet your goals. They will be able to use the information alongside personal planning to ensure your overall portfolios meet your needs.
Aspects that are important to consider include:
Fees
Rates of Return
Amount of Time Invested
Asset Allocation
Employer Contributions
Retiring or Leaving Your Workplace
If you are leaving your workplace or retiring, you have a certain amount of days to transfer your group plan into the right personal plan without being stuck with fees, higher taxes and potentially poor investment options.
