Table of Content
- Header
-
Your Retirement Plan Advisors
- Your Retirement Plan
- Plan Custodian
- How To Enroll
- Financial Wellness
- Plan Overview
- Contact Us
- Footer
Your Retirement Plan Advisors
NFP is the Investment Advisor for your company sponsored retirement plan and we can
help you with all of your retirement planning goals.
Plan Overview – How to get enrolled, change your contributions, access your account on-line,
overview of the plan features.
Retirement Planning – Determine how much you need to retire, calculate if you are on track, discuss
how to make changes to meet your goals.
Investment Advice – Risk tolerance assessment, review your current investments, provide investment
advice and customize a plan for you.
Consolidating – Review of all your retirement accounts (IRA’s, prior employer retirement plans),
provide rollover assistance & consolidation.
Budgeting – Create a plan that works for you, determine what debt to pay down first, review and
assist with outstanding student loans.
Financial Solutions – Estate planning, IRA’s, life insurance, annuities, 529 college planning.
Your Retirement Plan
Plan Eligibility – You will be eligible to participate in the Plan when you have completed 3 months of service and have attained age 18. Your Entry Date will be the first day of the quarter coinciding with, or next following, the date you satisfy the eligibility requirements.
Company Match: Your employer offers a 401(k) Match to contributions you make. The company will match 50% of your contributions up to 6% of compensation.
Investments: You have a variety of investment choices within your 401(k) Plan. You will be auto enrolled into a Target Date Fund that aligns with your retirement age (with an assumption of 65 years old). You can re-direct those investments to any investment option offered within the Plan. Your investment options are listed on your Empower participant portal.
Plan Custodian
You can access your account by visiting the Empower site, or by calling Empower participant services at 800-338-4015. You can access the Empower site for the following services:
.
- Beneficiary Designation and Storage: Setting your beneficiaries is an important step to make sure you are in control of who gets your account in the unlikely and unfortunate event of your passing.
- Balance and Investments: You can check your account balance, as well as view and make changes to your investments.
- Statements and Notices: Your account statements and important plan documents are stored online.
- Withdrawals: If you need to take money from the plan, you can review your options and submit distribution requests.
To access the Empower site, go to empowermyretirement.com or click the link below! If it is your first time logging in, make sure to hit the green "Register" button to set up your online account.
Contact Us
Questions? Contact your NFP Advisors below!
Additional Contacts
Beth Krasnow
beth.krasnow@nfp.com
216-595-0725
Patrick Ilcin
patrick.ilcin@nfp.com
216-525-7287