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Enrollment Presentation *|COMPANYNAME|*. By: *|FANAME|*. Introduction. Name Quick personal bio Misc. Today’s Agenda. What is a Workplace Savings Plan? Why should I save for retirement? How much should I save? 401(k) Plan details Questions and Answers. What is a Workplace Savings Plan?.

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Enrollment presentation companyname

Enrollment Presentation*|COMPANYNAME|*

By: *|FANAME|*


Introduction
Introduction

  • Name

  • Quick personal bio

  • Misc.


Today s agenda
Today’s Agenda

  • What is a Workplace Savings Plan?

  • Why should I save for retirement?

  • How much should I save?

  • 401(k) Plan details

  • Questions and Answers


What is a workplace savings plan
What is a Workplace Savings Plan?

  • A benefit offered to you by your employer

  • You can choose to participate

  • You invest “pre-tax” money

  • Deducted from your paycheck


Employer match
Employer Match*

  • Add details on the match if this plan is offering it

  • Why it is important?




Social security won t be enough
Social Security Won’t Be Enough

Social Security

37%

Pensions/Retirement Plan

19%

Other

3%

Earnings

30%

Source: Social Security Administration, Income of the Aged Chart book, 2010, released March 2012



Amount needed in retirement savings
Amount Needed in Retirement Savings

The above sums assume your portfolio will earn a 6% annualized return during the course of your retirement and endure 2% annual inflation erosion.



How much can i contribute
How much can I contribute?

IRS Regulations may limit certain “highly-compensated employees”


Things to consider
Things to Consider

  • Lifestyle you want in retirement

  • Potential medical expenses

  • Planned retirement age

  • Life expectancy




Investments
Investments

  • Diversification

  • Asset Classes

  • Risk/Return Profiles

  • Investment Philosophy



Participant 401 k fees
Participant 401(k) Fees

  • Recordkeeping Fee - $4 per month

  • PAi Trust – 0.07% of account balance (annual)

    • Example: Balance of $10,000 = $7.00 per year

  • Advisor Fees –

    • Example: Balance of $10,000 = X per year

  • Average Investment Expense Ratio

    • Example: Balance of $10,000 = X per year


Technology how to enroll
Technology: How to Enroll

  • Easy-to-use online platform

  • Check your balance

  • Transfer money between investments

  • And much more


Service have questions
Service: Have Questions?

  • PAi and I are always here to help

  • Feel free to call me with any questions

    • FA Contact Information

  • Or contact PAi:


You are on your way
You are on your way!

Take the first step and enroll



Feel free to contact pai with any questions

Feel free to contact PAi with any questions!

Available Monday – Friday, 8 am to 5 pm

1-800-236-7400

[email protected]

www.pai.com


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