longevity
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Planning for Retirement Income Needs
- March 14, 2022
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsThere has never been a greater opportunity for qualified plan professionals to assist retirement plan participants in planning for their retirement income needs. Targeted and effective plans and financial education are valuable tools when considering how plans can be designed to help retirees achieve the goal of securing their retirement.
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TRG has been a key partner in the UBMD Family Medicine 401k plan for over 12 years, providing assistance with fiduciary and investment services. The TRG team has always provided us with excellent advice, guidance and customer service. Any one of them will make themselves available to you whenever needed. We are very thankful for their help and support!