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Understanding the Investment Menu in Your Company's 401(k) Plan


As a business leader overseeing your company's 401(k) plan and understanding the investment menu's intricacies can play a significant role in shaping your employees' retirement outcomes.


In our comprehensive guide, we explore different ways to evaluate and improve your current offerings. We discuss innovative ideas for assessing your plan’s asset allocation strategies and provide recommendations for creating an effective investment line-up.




PWMG 401(k) Advisors

WORCESTER

324 Grove Street Second Floor

Worcester, MA 01605


CHICOPEE

450 Memorial Drive, Suite 407

Chicopee, MA 01020


PHONE: (855) 508-401k

FAX: (508) 519-8426


Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.


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.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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