In this article by Kerstin Driscoll-Witt, we are going to highlight how to navigate a retirement plan distribution if you have been designated as a beneficiary by someone who loves you. #beneficiary #401k
SUITE(k) - Retirement Plan Division of S.E.E.D. Planning Group
金融服务
Binghamton，NY 26 位关注者
Helping employers with retirement plan administration, fiduciary oversight, and employee education for a flat fee.
关于我们
Retirement Plan Design. If you currently oversee a qualified retirement plan, or if you are interested in implementing a new plan, we would welcome the opportunity to learn about your business and design a retirement plan specifically tailored to meet your valuable employees’ needs while maximizing the goals of your organization. Adherence to Fiduciary Plan Requirements. We can help you navigate plan requirements, assess your fiduciary risk, and customize ways to help you reduce future potential risks. Mergers & Acquisitions. If you are considering purchasing or acquiring another company, SUITE(k) can help you evaluate the Purchase and Sale Agreement before execution. Having an in-depth understanding of how these corporate actions impact your qualified plan will help you avoid potential future liabilities. Customized Employee Education and Financial Planning Services. With retirement being one of the most significant concerns and challenges most employees face, we want to make sure your employees can retire with confidence. We provide a hands-on approach to educating employees on how to build better retirements. www.401ktime.com In-Depth Retirement Plan Provider Analysis and Selection. The number of retirement plan providers in the market can be overwhelming and confusing. SUITE(k) is vendor-neutral and fee-based, which means we are not compensated on a commission basis, nor are we beholden to any investment firm or product. We can help you determine which provider is the best for your employees based on your organization’s size, the number of employees, and the desired investment lineup. Do you need help with your current plan or are you looking to start a plan? We can help. We can also provide a complimentary fee benchmark, so you know what you are currently paying vs what you could be paying.
- 网站
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https://www.401ktime.com
SUITE(k) - Retirement Plan Division of S.E.E.D. Planning Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Binghamton，NY
- 创立
- 2013
- 领域
- 401k、SIMPLE IRA、ERISA、Fiduciary、Financial Education、Employee Engagement和Retirement Plans
动态
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January sweeps in with new commitments, new promises and hopeful resolutions. To eat better, drink less, work out more, focus on family & make plans for some happy memory-making. By January 15th, our resolutions are waning and by February 1st, most are forgotten. Making resolutions always seems like a good idea to embrace the new year, but tend to fall flat if responsibility and commitment are not part of the plan. The same goes for retirement planning. Often, employees will say ‘next year’ I am going to make a plan to review my account, shore up my investments, increase my contributions and meet with a planner. Year after year, this gets added to the ‘resolution list’, but life gets in the way, and planning for retirement takes a back seat. This article gives you a couple of ‘quick fixes’ to help get you back on track in 2025! #retirement #newyears #goals #resolutions
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It’s the beginning of a whole new decade with endless memory-making opportunities. However, as we age through decade after decade, the more decades add up, the reality of our longevity begins to sink in. The good news is that people are living longer than at any other point in our history, enjoying their ‘golden years’ in relatively good health. This is a gift and a curse.?So what's so great about being 60?....Everything! Article by Kerstin Driscoll-Witt, Sr. Retirement Plan Navigator, SUITE(k)
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?? As we head into the 2024 Holiday Season, here are the top things to focus on regarding your retirement plan. Article by Kerstin Driscoll-Witt https://lnkd.in/eMrgBV-u
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?? At this time of year, employers like to offer retirement plan education to their employees so they can consider any changes they might want to make for the next year. Don't watch others. Get in there! ???Article by Kerstin Driscoll-Witt
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?? Time passes so quickly - seasons come and go - and before we know it, we are passing through not only climate seasons but seasons of our lives. ? September is a good month to take stock of your life and ask yourself if you are happy in your current ‘season’ and planning for your ‘vacation of a lifetime’ in retirement.?#retirement #401k #erisa ??? Article written by Kerstin Driscoll-Witt, Sr. Retirement Plan Navigator with SUITE(k) - Retirement Plan Division of S.E.E.D. Planning Group
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You spend 30-40 years working to save for retirement. Have you taken the time and care necessary to ensure that if something should unexpectedly happen to you that those you love most will benefit from your years of saving? https://lnkd.in/eSB7ZeNg
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As we reach the midpoint of 2024, it’s prime time to evaluate how far we’ve come in achieving our goals. Are we making the progress we aimed for, or are we lagging behind? Perhaps some of us haven’t even begun yet! If you are looking for education pieces like this, please get in touch with Kerstin Driscoll-Witt! https://lnkd.in/eijwEP3V