401(k) retirement plans

Make the most of your 401(k)

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Let's get started - enroll online today

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Please contact your plan administrator or financial professional to complete your enrollment.

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Have questions?

Contact your advisor or plan administrator who can assist with plan-specific answers and details.

Working with an advisor* yields more money, more confidence

Higher account balances. More confidence for the future. A common trait among top savers is that they get help from a financial professional to guide smart choices and keep their plan on track as life evolves.

Higher balances

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Nearly twice the median account balance was achieved when individuals chose to work with a financial professional

Happier with savings

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18% higher satisfaction with their retirement plan when working with a financial professional

Financial professionals also help clients with...

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Early savings
56% attribute early savings start to working w/ advisor
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Learning

Understanding your big picture, what's important, setting goals

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Investing

Strategic investment advice to grow and protect your money

 

Find more education and research on the benefits of working with a financial professional in our Enhancing Outcomes whitepaper. Click here to read the full study.

 

Source: Equitable's Value of the Advisor study, 2018.

 

*The use of the terms of “financial advisor” or “advisor” for purposes of the survey questions and responses by both the consumers and the financial advisors queried does not necessarily imply that the individual is a registered investment adviser (RIA). The use of these two terms is meant in a general sense of the word or phrase to describe working with an investment advisor, a licensed insurance agent or other financial professionals who may sell annuity products.