Guide to Employer Sponsored Plans

Feel like you're leaving money on the table when it comes to your retirement savings? Make the most of your options with our free guide to employer-sponsored plans

Making the Most of Employer Sponsored Plans Depicts Business man Holding Wood Black that Says Benefits

What You Need to Know

Today, there are basically two types of categories for employer sponsored plans.  The first is defined benefit which offers a specified payment at retirement, such as pension plans.  The other type is defined contribution, which allows employees and employers to contribute tax deferred funds as well as invest them, such as with 401(k) or 403(b) plans, employee stock ownership plans (ESOPs), profit-sharing plans, and a simplified employee pension plans (SEP).

What’s Covered?

To help you understand the options, we’ve developed this guide to employer-sponsored plans so you can easily understand the different options, pros and cons. Topics covered in this guide include:

      • Pension plans
      • 401(k) plans
      • Strategies
  • Separation options
  • Roth vs. IRA
  • Required minimum distributions


Get Our Free Guide to Employer Sponsored Plans

We all know there is a lot of misinformation on the web.  That’s why, as part of our GWA Gives© program, we are dedicated to helping people find sound advice. We believe in sharing free material so you have a trusted source to rely upon.  Check out our free flipbook below:

We are always happy to answer any questions on making the most of employer sponsored plans that you might have.  You can reach us at one of our convenient offices listed on the Contact Us page or by filling out the chat form below.

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