How We Help You

Your 401k plan is more than an account or list of funds. As an employee, it represents long-term financial security.

By participating in your company's 401k plan that is supported by Printers 401k®, you receive real choices and real advice. Our specialists meet one-on-one with you to pinpoint the investments that best align with your specific needs, goals, and risk tolerance. The objective advice we offer is what brokers and sales reps are specifically prohibited from providing.

But your 401k is just one piece of your financial planning puzzle. Beyond offering advice regarding your 401k plan, we can also help you with the many other elements of your financial needs. As independent financial advisors, we put our experience to work for you, developing strategies designed to simplify your financial life and instill confidence that your goals for the future will remain within reach. We can assist you and your family with answering your most critical questions, including:

How much should I contribute to my 401k plan?
How can I get the most out of my 401k?
Do my investments match my risk tolerance and time horizon?
Do I need to rebalance my portfolio?
When can I retire?
What should I do with my 401k once I stop working?
How much do I need to save to maintain my current lifestyle in retirement?
How can I create a predictable stream of income that will last through retirement?
What are the elements of a sound estate plan?
Should I consider life or long-term care insurance?
Are annuities appropriate options for me?
Can I afford to send my child or grandchild to college?
Beyond my 401k plan, how else should I be saving for retirement?

As these services are offered exclusively to Printing Industry Association members, you can feel confident knowing that we understand your industry, the unique elements of your retirement plan, and how your 401k ties into your other retirement planning strategies. Our goal is to help you develop a retirement roadmap that can guide you toward your desired retirement.