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June 2014

Is Your 401(k) Plan Right for You?

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Presenters:
Laurent Harrison, CFP®
Investment Advisor, Financial Planner
Rohan Nayak, CFP®
Relationship Manager, Financial Planner

What are the questions you should be asking about your 401(k)? We’ll cover not only the basics; we’ll focus on significant 401(k) concerns and their importance at various life stages—early years, main accumulating years, and getting-ready-for-retirement years. These are considerations such as cost, investment flexibility, percent being saved, rollover options, and the priority of a 401(k) in your savings plan.

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