Plan Provision Education

Retirement plans exist to help you invest savings for retirement. Too often, participants like you are educated on the investment options inside of the plan, without being offered any education on how the plan itself operates.

Education on the provisions that govern your retirement plan is an essential element to helping you use the plan effectively.

We will:

Assure you know the tax benefits of participation and why you should use the employee deferral option;
Clearly explain the details of matching contributions (free money); and
Review plan distribution options so all of your questions about participant liquidity are answered

By taking the time to explain how the plan works, we will help you feel more comfortable and make better decisions. As an educated participant, you will be more satisfied with the plan offerings, as well as be more likely to save and periodically increase your rate of saving, resulting in a larger retirement nest egg.

10116 Valley Forge Circle
King of Prussia, PA 19406

Phone: 610-354-0288
Fax: 610-354-9413
email us

Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.