This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. Download the memo from your Fiduciary Briefcase at fiduciarybriefcase.com.
Earn your full savings potential by hitting the full match plus more. For help finding the correct deferral amount for you, contact our financial professional, [FIRM NAME] at [PHONE NUMBER] or [EMAIL ADDRESS].
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
ACR# 3402053 01/21