FedAdvisory - Making Your Benefits Count’s Post

Did you know you can use more than one type of retirement plan as you save for retirement? This can help you capture the benefits of each one. #retirementplanning #retirementsavings #PensionPlan https://lnkd.in/ggdVpDqG

Great read on how SECURE 2.0 Act is reshaping retirement plans, offering more flexibility than ever before. With the constant flow of new information, it is imperative that Plan Sponsors stay up to date to ensure their plan is designed to meet the needs of their employees. If you have questions on how Greenleaf Trust is helping clients navigate the change, please reach out! #HereToHelp

401(k) Plans are excellent retirement savings accumulation vehicles. However, they’re terrible distribution vehicles. There are few situations where it makes sense for a retiree to keep their retirement assets in their former employer’s 401(k) plan instead of rolling into an IRA. Why is this? 1) Access to Limited Investment Options 2) Inferior Lifetime Income Solutions 3) Additional Layers of Expense (in most cases) 4) Distribution Fees 5) Delayed Distribution Processing

Are you frustrated with the current retirement savings system? In our latest blog, we delve into the downfalls of the current system as well as possible solutions, including Savvly! Please see the Savvly website for disclosures. https://hubs.la/Q02DVp3F0

Is your 401(k) plan up to the mark? With the recent passing of National 401(k) Day, it's time to assess and ensure your retirement benefits are in line with your family's financial goals. Discover the key benchmarks you need to consider. #national401kday #retirementplanning

The passage of the SECURE 2.0 Act is spurring an evolution in the retirement plan industry. As more guidance and clarification is provided on some of the provisions of this voluminous act we can see a very different future direction. Vice President, Assistant Director of Retirement Plan Division, Kathleen Waldron, discusses in this month's Perspectives newsletter: https://lnkd.in/g-EUw64q

Which type of retirement investment account should you use? Weigh the pros and cons, such as employer contributions, admin fees, and flexibility. #retirementplanning #retirementsavings #PensionPlan

Which type of retirement investment account should you use? Weigh the pros and cons, such as employer contributions, admin fees, and flexibility. #retirementplanning #retirementsavings #PensionPlan

Which type of retirement investment account should you use? Weigh the pros and cons, such as employer contributions, admin fees, and flexibility. #retirementplanning #retirementsavings #PensionPlan

Which type of retirement investment account should you use? Weigh the pros and cons, such as employer contributions, admin fees, and flexibility. #retirementplanning #retirementsavings #PensionPlan