You don't need to be a finance expert or mathematician to understand your 401k. Join One Day In July on January 31st to learn how. Our HR Professional, Burta Kelly, and one of our Fiduciary Financial Advisors, Katie Bensel, will walk you through all you need to know to make the most of your employer-sponsored retirement plan. Uncover the mystery and eliminate the fear. It's your money; make learning your New Year's resolution.
Topics covered will include:
-Decoding your Employer-sponsored 401(k) Plan
-How to read and understand statements including identifying your contributions vs. employer contributions, vesting schedules, types of accounts, and more.
-Questions to ask your employer or HR department
-How to know when to rollover a previous 401(k)
Leave feeling confident you can understand your retirement benefits and make the most of them!
Bring any questions you may have.
One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary.
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