Plan Sponsor Newsletter: Retirement Leadership Insights

Wondering how to help your 401(k) plan and committee succeed? Explore our Retirement Leadership Insights newsletter: it covers simple ways to keep your plan on track!

What does a 401(k) committee do? A committee’s work shapes the success of your plan! Read about what they focus on.

Tips for smooth committee transitions New members on the committee? Keep things running smoothly with these tips.

Should you consider auto-features? Auto-enrollment and auto-escalation help employees save—automatically! But they’re not for everyone.

Download the Full Newsletter

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.