Synergy Asset Management


Year End: Time to Review Your 401(k) Plan

Year end retirement planningWith year-end just around the corner, this is a good time for employers to review their 401(k) retirement plans to measure results and consider plan or investment modifications for the New Year. Specifically, they should talk to their advisors about:

  • Investment results for 2013
  • Potential investment adjustments and/or strategies for 2014
  • 401(k) plan fees
  • New enrollments
  • Planning their 2013 and 2014 contributions (matching and/or profit sharing)
  • Needed changes to the 401(k) plan
  • Annual tax filings and other yearly reporting

An experienced advisor should have already contacted you to set up a time to go over these items. If you haven’t heard from him or her, we recommend you reach out now so you are adequately prepared for 2014. If you don’t have a 401(k) plan already or want a second opinion of your current plan, contact us today. Our 401(k) team can provide you with a free, no obligation evaluation of your existing plan or we can design a plan that meets your needs.


To your wealth,

President of Synergetic Finance

Joe Maas


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