Plan Participant Education

Have you considered your benefits?

The key to saving for retirement is to start early and stay committed. Making the choice to pay yourself first by contributing to your employer sponsored retirement plan is a decision that can have a big impact on your ability to retire confidently in the future.


Benefits of Participation

From potential tax savings to a simplification of your savings process, the many benefits of participating are simply too beneficial to ignore. Whatever your stage in life, or financial situation in which you’re currently living, we’re here to guide you every step of the way.

We’ll Help You Consider:

Tax Savings

You may be able to contribute with pre-tax dollars, thus lowering your taxable income.

Employer Match

Many employer plans offer an employer match or profit sharing contribution.
* Check your plan provisions

Benefits of Compounding

By starting early, your retirement savings will have the benefit of time to compound your earning potential.

Combine Accounts

You can roll your retirement savings from a previous employer into this plan. We can help you with the paperwork.

Ease of Saving

Your contributions come directly out of your payroll check.

Take Your Savings With You

You can roll your retirement savings to your next employer's plan or into your own IRA.