If your company offers a retirement plan, I’m sure you know that there are annual contribution limits. Also, they could change each year. To help you see side-by-side which plan limits have updated, please find attached our complimentary 2018 Contribution Limits brochure for you and your retirement plan committee to read and review. DOWNLOAD 2018 CONTRIBUTION LIMITS

Being apart of your company’s retirement plan committee is a big responsibility with some important rules and regulations. We want to help you to create a repeatable process for your committee. Take a look at our short video that breaks down a simple, yet effective process to help manage your company’s retirement plan and help each employee reach toward their retirement goals.

Simple Question: How much do you save every month for retirement? If you have a company 401(k) plan, your plan participants defer a percentage of their paycheck to their 401(k). However, there are many different factors that go into how much they can actually contribute based on their personal finance goals. Ask them, "What is your GOAL? Check out our infographic to analyze and prioritize your financial goals!" DOWNLOAD INFOGRAPHIC