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159 - Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky
You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the projection actually mean? If you aren't certain, you are not alone. Jack Towarnicky, HR, Total Rewards, Employee Benefits Subject Matter Expert joins us today to explain the assumptions and the gaps in the mandatory disclosure.
Links mentioned in the show:
https://www.linkedin.com/in/jack-towarnicky-5878787/
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By Nassau Financial Group
4.7
2222 ratings
You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the projection actually mean? If you aren't certain, you are not alone. Jack Towarnicky, HR, Total Rewards, Employee Benefits Subject Matter Expert joins us today to explain the assumptions and the gaps in the mandatory disclosure.
Links mentioned in the show:
https://www.linkedin.com/in/jack-towarnicky-5878787/
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