Retirement Education

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.

Source: T. Rowe Price

Saving for retirement through current 401(k) or other workplace plans held by other members of the household.

United Income

Through United Income, Benefit Strategies is able to offer your employees state-of-the-art, holistic financial advice that addresses their retirement planning concerns.

Together, Benefit Strategies and United Income can provide retirement savings guidance to employees through:

Employee Group Meetings

Individual Employee Consultations

Participant Access and Education

Pre-Retirement Meetings

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

Benefit Strategies, Inc. (Benefit Strategies) is a wholly owned subsidiary of United Income, Inc. (“United Income”). Benefit Strategies does not provide investment advisory services to individual clients or retirement plan sponsors. United Income provides investment advisory services to retail clients and retirement plan sponsors, including clients that are also clients of Benefit Strategies’ administration services. United Income is an SEC-registered investment advisor, located in Washington, DC, and open to residents of all 50 states, the District of Columbia, Puerto Rico, Guam, and the U.S. Virgin Islands. Registration as an investment adviser does not imply a certain level of skill or training. Please download United Income’s latest Privacy Policy here. The opinions expressed throughout the website are those of Benefit Strategies and are subject to change without notice. Information provided on the website is from sources Benefit Strategies believes to be reliable, but the accuracy of such information cannot be guaranteed.