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Enrollment Presentation *|COMPANYNAME|* PowerPoint PPT Presentation


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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|*

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?

  • A benefit offered to you by your employer

  • You can choose to participate

  • You invest “pre-tax” money

  • Deducted from your paycheck


Employer Match*

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

  • Why it is important?


Why should I save for retirement?


Don’t Be Another Statistic


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


How much should I save?


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.


Increased Years in Retirement


How much can I contribute?

IRS Regulations may limit certain “highly-compensated employees”


Things to Consider

  • Lifestyle you want in retirement

  • Potential medical expenses

  • Planned retirement age

  • Life expectancy


PAi 401(k) Plan Details


Plan Highlights


Investments

  • Diversification

  • Asset Classes

  • Risk/Return Profiles

  • Investment Philosophy


Investment Lineup


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

  • Easy-to-use online platform

  • Check your balance

  • Transfer money between investments

  • And much more


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:

    • Phone – 800-236-7400

    • Email – [email protected]


You are on your way!

Take the first step and enroll


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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