401(k) Playbook for Company Leadership

Your workforce is your greatest asset. A well-managed 401(k) plan can help you attract, retain, and engage top talent.

Are you getting the most out of your 401(k) plan? Ask yourself:

Is your plan helping to improve employee retention?
Are you offering benefits that today’s employees want?
Is your 401(k) designed for long-term success?

If you answered "no" to any of these questions, it’s time for a change. Let’s talk about how to enhance your 401(k) and keep your team happy without a drastic cost increase.

Download the Playbook for Company Leadership

Frank P. Zocco, Jr., CFP®, AIF®, CRPS®

Partner

Jacobs Financial Partners, LLC

95 Glastonbury Blvd, Suite 210

Glastonbury, CT 06033

(860) 657-8757

www.JacobsFinancialPartners.com

Frank@jacobsfinancialpartners.com

Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

Distributions from traditional IRA's and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 ½, may be subject to an additional 10% IRS tax penalty. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.