Education, planning & advice
Making it Personal
When 401(k) participants were asked about retirement planning support and advice in a recent study, selecting investments was less important than each of the following priorities
Saving for retirement considering previous plans held by the participant or spouse.
Managing to a specific income target in retirement.
Saving for retirement considering retirement accounts outside their workplace, like contributory IRAs and savings accounts.
Saving for retirement through current 401(k) or other workplace plans held by other members of the household.
Through United Income, Benefit Strategies is able to offer your employees state-of-the-art, holistic financial advice that addresses their retirement planning concerns.
Employee Group Meetings
Individual Employee Consultations
Participant Access and Education
Asset Allocation Modeling
Investment Retirement Projections
Would you like to learn more?
Benefit Strategies, Inc.
McVitty Executive Park
2766 Electric Road, Suite B
Roanoke, VA 24018
T: (540) 989-2020
F: (540) 989-1212