Excellent client motivator!
401(K)NOWLEDGE divulges advice that every consultant should share with clients, and real, personal accounts that encourage consumers to invest wisely.
This is the definitive guide that shares practical advice and shows consumers how prudently managing a 401(k) plan leads to comfortable retirement; all told through the stories of 401(k) investors who have either succeeded or fallen short. This guide imparts how the "Ten Steps to 401(k) Success" can help make the average investor more comfortable in their retirement.
The Ten Steps to 401(k) Success include:
- Participation
- Determine Investor Profile
- Allocate Appropriately
- Limit Exposure To Company Stock
- Reallocate Tactically
- Don’t Panic
- Know Plan Options
- Borrow Judiciously – If At All
- Consider Tax Consequences
- Balance Need For Income & Growth
A resource that speaks to the consumer, but offers up advice that's critical to the advisor. Great as an employee or client gift to motivate 401(k) plan participation.
About the Author: J. Michael Scarborough
J. Michael Scarborough, President and CEO of The Scarborough Group, Inc., is one of the leading specialists on 401(k) management and advisory services. His firm is a pioneer in the 401(k) industry, offering education and allocation management to help people manage their retirement plans. The Scarborough Group currently manages the retirement assets for thousands of corporate employees.
Mike is the company’s featured lecturer. He travels the country giving financial education seminars to employees of Fortune 500 companies. He speaks regularly on the topic of 401(k) plans at industry conferences and on CNBC and NBC Nightly News. Mike’s comments have appeared in national publications, most recently including Time, US News & World Report, Associated Press, InvestmentNews, BusinessWeek, Pensions & Investments, Kiplinger Personal Finance, and The Wall Street Journal.
For more information visit the author's webpage.
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