Plan Participant Education

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.

Here are a few benefits of participation:

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 you 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.

WHAT WE DO FOR YOU

Whatever your stage of life or financial situation, we are here to help. Please call 402-461-3000 or email [email protected] to schedule an appointment.

We are here to help you...

Conduct individual financial review meetings

Help with enrollment and login questions

Create savings strategies and projections

Assist getting money into and out of your account