If you are among the 73%* of private sector workers with access to an employer-sponsored retirement plan, let’s talk about how we can help ensure your workplace retirement account is working as hard as you are.

Working with an advisor on your retirement plan can lead to better outcomes. That’s because you have a trusted professional to help you take steps to ensure you don’t outlive your money, evaluate how your employer-sponsored account fits in with your holistic financial plan, and provide regular check-ins on your progress.

Many investors have a significant portion of their retirement savings in their 401k, 403b, Thrift Savings Plan (TSP), or other employer-sponsored retirement accounts. Your advisor can now professionally manage these accounts, making informed investment selections and providing ongoing tailored financial guidance.

The benefits of Wealth Enhancement Employee Retirement Account Management:

• Convenience: Your financial advisor can carefully review your investment options, asset allocation, and make changes on your behalf.
• Coordination: Your advisor can now holistically manage all your financial accounts according to your personalized financial plan.
• Clarity: Know exactly what you’re invested in and receive guidance from professionals with deep experience who can guide allocation decisions based on forward-looking capital market assumptions.

If you or somebody you know has an employer-sponsored retirement account at a current or former employer, contact your financial advisor to learn more.

*Source: U.S. Bureau of Labor Statistics, 2023.

There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. Investing involves risk, including possible loss of principal.

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