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Advocate Aurora 401(k) Summary

Advocate Aurora 401(k) Summary

| January 02, 2020
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401K

  • HELD BY EMPOWER AS OF JANUARY 1ST, 2020
  • NO AGE OR SERVICE REQUIREMENT TO ENROLL
  • AUTO-ENROLLED @2%
  • HOW TO CHOOSE AMONG THE 32 INVESTMENT FUNDS?
  • CAUTION WITH ALL TARGET-DATE FUNDS
  • PRE-TAX OR ROTH 401K OPTION?
  • EMPLOYER MATCH IS 100% UP TO 3% OF YOUR ELIGIBLE PAY
  • POTENTIAL ADDITIONAL MATCH EQUAL TO 3% OF ELIGIBLE PAY
  • 3 YEAR VESTING SCHEDULE ON EMPLOYER MATCHED FUNDS
  • HOW OFTEN TO RE-BALANCE PORTFOLIO?
  • ARE YOU +59½? IN-SERVICE DISTRIBUTION STRATEGY

OTHER AREAS TO CONSIDER

  • ADVOCATE 457(B) PLAN FOR CERTAIN EMPLOYEES
  • CUSTOMIZED FINANCIAL PLAN

NEXT STEP

  • CONTACT US FOR A 15 MIN DISCOVERY CALL

 

DUSTIN JAVIER, CFP® AWMA®

CERTIFIED FINANCIAL PLANNER™

[Phone] 630-544-2525

[Email] info@djadvisory.com

[Website] www.djavier.com

 

All information here is not intended to be a specific recommendation to you and your situation.  This publication is not affiliated with nor endorsed by Advocate Aurora.  Please consult with your Certified Financial Planner to understand all risks.  Employees should consult with their Human Resources Department for further information on plan details including eligibility and questions regarding any additional benefits not covered in this article.

Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Rd., Davenport, IA 52807. 563-326-2064.

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