Save More “Help Your Clients’ Key Employees Bridge the Retirement Gap,”

Help Your Clients’ Key Employees Bridge the Retirement Gap with NQDC Plans

Fulcrum Partners Executive Benefits News

Many employers have heard experts say that people need about 80 percent of their pre-retirement income to maintain their standard of living in retirement. Do you (or your clients) know if key employees are on track to hit that mark?

In our new report, “Help Your Clients’ Key Employees Bridge the Retirement Gap,” we share some of the ways deferred compensation plans can help boost the retirement savings of key employees and close the gap between the limits for different retirement plans and retirement goals.

click here to read the full report

You can download this report as a PDF here or view it on our website on Fulcrum Partner’s Alliance page.

The report is based on information provided by: Principal Life Insurance Company and is shared with their permission. Principal Life is a member of the Principal Financial Group®, Des Moines, IA.

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.