Selecting 401(k) investments can feel like a lot of pressure. However, there are three steps to follow when selecting 401(k) investments that can help ease your mind.
Watch the short video below to follow the steps to investment selection. Then, consider partnering with a specialized 401(k) advisor for support with investment selection and monitoring.
401K EXTRA | RETIRE YOUR WAY
Fran Gillis AIF, QPFC, PPC, CFWP
Lucas Gillis CPFA, CFWP
connect@401kextra.com
970-225-2001
Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.
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.
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