Confluence Financial Partners has consistently delivered world-class investment services to our diverse clientele. In fact, Confluence was established to set a new standard for a superior client experience. Learn how Confluence now offers business leaders that same level of excellence in enterprise-wide support services — from comprehensive equity plan administration to participant support and education. Join host and Partner of Confluence Financial Partners, Greg Weimer, along with his guests and newest members of the Confluence team, Mario Haifa, Director of Insurance Consulting, and Brian Stout, Director of Retirement Consulting, as they explore how customized voluntary benefits and 401k plans can benefit you, your employees, and your business. You’ll learn about the opportunities and challenges facing employers and employees alike and options that empower both. If you’re interested in learning how high-performing organizations advance their business through benefits, or how your business might benefit from a review of your current offering, this is the episode for you.
This session was recorded on April 28, 2021.
The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.
This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.
Any opinions in the podcast are those of Confluence Financial Partners and/or any guest speakers. All opinions are as of this date and are subject to change without notice.
401(k) plans are long-term retirement savings vehicles. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Roth 401(k) plans are long-term retirement savings vehicles. Contributions to a Roth 401(k) are never tax deductible, but if certain conditions are met, distributions will be completely income tax free. Unlike Roth IRAs, Roth 401(k) participants are subject to required minimum distributions at age 72 (70 ½ if you reach 70 ½ before January 1, 2020). Matching contributions from your employer may be subject to a vesting schedule. Please consult with your financial advisor for more information.
