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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Why should I save for retirement?
Source: Social Security Administration, Income of the Aged Chart book, 2010, released March 2012
How much should I save?
The above sums assume your portfolio will earn a 6% annualized return during the course of your retirement and endure 2% annual inflation erosion.
IRS Regulations may limit certain “highly-compensated employees”
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