Plan Sponsor Guide: Crafting an Effective and Competitive 401(k) Plan

Ready to elevate your 401(k) strategy? Discover strategies that can take your 401(k) plan beyond a financial obligation to become a catalyst for fostering a motivated, loyal team. Consider implementing features like auto-enrollment and auto-escalation to improve savings and participation rates and position your plan to boost retention and encourage on-time retirements.

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

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.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; you should consult your attorney or tax advisor for guidance on your specific situation.