401GO’s Post

Attending #AICPAENGAGE? Me too!!! Let me know if I will see you there, and add this great session to your agenda! Attract & retain top talent by offering exceptional retirement benefits. This interactive session will review available options like Individual Retirement Accounts (IRA), 401(k) plans, and Pooled Employer Plans (PEP).

At Aviva we understand the importance of supporting employees into retirement. Take a look at three ways to help employees prepare for the transition from work to retirement: 👇 https://lnkd.in/egyYWjED

Attending #AICPAENGAGE? Attract & retain top talent by offering exceptional retirement benefits. This interactive session will review available options like Individual Retirement Accounts (IRA), 401(k) plans, and Pooled Employer Plans (PEP). #Paychex #401k

One of the biggest workforce management challenges an organization will face is how to effectively support employees nearing retirement. Phased retirement and early retirement programs are both tools your organization may employ at different times. Learn about the what, how, and why of each:  https://lnkd.in/eXEYdEmH

Have you thought about what your optimal financial world looks like in retirement? Are you taking the right steps to ensure that you're set up for success during each phase of retirement? Watch "Embracing the Phases of Retirement: From Planning to Fulfillment" to learn more https://hubs.li/Q01Yk62j0

If you're thinking about working in retirement, you must consider a few things before making your decision. Here's what to consider before making your decision: https://hubs.la/Q02tXBb20

Navigating retirement plans with multiple entities? 🏢🚦 Control group rules mean you have to consider all employees across all owned entities. Whether you want to contribute to employees or not, there's a suitable plan for you. From SEPs to 401Ks, let's find the right fit! #RetirementPlanning #ControlGroupRules #EmployeeBenefits #FinancialStrategy #ClientSuccess

Watch our latest webinar, "2024 Retirement Industry Trends and Predictions" to gain insights from our team of experts! Learn about market predictions, economic trends, SECURE 2.0 provisions, and what's on the horizon for retirement plan sponsors. Discover how these shifts could influence plan design, fiduciary responsibilities, and employee satisfaction. Don't miss out on this valuable information! #RetirementIndustry #SECURE2.0 #EmployeeSatisfaction

Cashflow, whether you are working or in retirement, is a resource that needs management.

There are many things that come into play when entering into retirement. Schedule your free consultation today and make sure all your bases are covered!! Message me for your appointment