As you may have already noticed in your retirement plan, a number of subtle but very important changes have occurred recently. Thanks in large part to the Pension Protection Act of 2006, the most significant piece of legislation regarding retirement plans in over 40 years, many employers, like AT&T, have updated and ultimately enhanced their retirement plans unbeknownst to the vast majority of individual participants in the plan.
One of these changes is the addition of a self-directed brokerage account option within your 401(k) plan. Through the AT&T savings plan administrator, you can now access an integrated brokerage account.
CFG Wealth Management has worked with AT&T employees for years and knows firsthand the challenges you face when attempting to manage your personal 401(k) account. We can now help you professionally manage your 401(k) through your self-directed brokerage account. By giving you a customized investment plan consistent with your age and number of years until retirement, CFG Wealth Management can provide you with on-going investment advice to help you prudently invest this important retirement asset.
Allowing CFG Wealth Management to coordinate and professionally manage your self-directed 401(k) account, you benefit from our years of experience and expertise in retirement planning while building a strong relationship with our highly qualified team of advisors leading up to your retirement.
For those 401(k) participants who are within 5 to 10 years of their retirement date, you do not have the luxury of time to recover what can be lost when markets have a bad year. We encourage you to take the time to learn about all the options that you now have available by contacting our office at (800) 884-5121 or by completing our Brokerage Link questionnaire.
To have your personalized Brokerage Link report created, please click HERE.
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