Virtual Retirement Plan Session May 4
PlanPILOT will be hosting a virtual retirement plan session at noon Tuesday, May 4. We will be recording the session for those who are unable to attend at that time.
Topics beings covered:
- Eligibility and Initial Enrollment
- How much you should contribute and how it can be invested
- Pre-tax vs. Roth
- American Funds Target Date Funds
- Catch-up options
The link for the session is below. Hope you are able to join us. Thank you.
TX Wesleyan Retirement Plan Education Meeting
Noon - 12:45 p.m. (CDT) Tue, May 4
Please join my meeting from your computer, tablet or smartphone.
You can also dial in using your phone.
United States: +1 (872) 240-3311
Access Code: 400-571-157