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Employer Sponsored Plans

Employer Sponsored Plans are tax advantage retirement plans supported by your employer. Your employer typically matches up to a certain percentage of your tax deferred contributions, allowing you to increase your overall invested capital and ultimately grow your retirement savings during your tenure at said company.

We provide financial planning services for the following employer sponsored plan types:

  • 401(k)
  • Solo 401(k)
  • 403 (b)
  • 401(a)
  • Simple IRA
  • Pensions

 Questions you may have that we can help with:

  1. How much of my contributions does my employer match?
  2. Is it wise to withdraw this money from my account now?
  3. What does my vesting schedule look like?
  4. What happens to my employer sponsored plan when I leave that company?

No matter your financial situation, we are here to guide you along your path to pursuing financial independence!

Source: Blakely Financial

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