plan features
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Plan Leakage and the Impact of Withdrawing Savings Before Retirement
- February 24, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsLeakage has been a big issue for many years, causing many individuals to accumulate less in retirement assets than they otherwise would have. This provides a tremendous opportunity for retirement plan professionals to work with plan sponsors to implement procedures or plan features which will help preserve a participant’s retirement account.
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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!