(530) 243-9888
Like most retirement plans, the PG&E 401k account offers limited investment options and minimal planning support. As such, the average plan participant is unlikely to optimize investment performance or make prudent planning decisions. It is estimated that the lack of adequate support costs the average participant 3% a year and reduces savings by 79% over a career. 1,2,3,4
Our independent Pre-Retirement Services help to maximize retirement benefits by avoiding the cost associated with inadequate support. By combining continuous professional investment management with comprehensive local planning support, we expect the average investor to reduce risks and recapture about 3% a year in unnecessary loss. This savings may allow a participant to retire earlier and/or with greater wealth.