Consider In-Plan Options to Facilitate Emergency Savings (Video)



Fiduciary Advice @ Work Recap for Second Quarter 2021

Consider In-Plan Options to Facilitate Emergency Savings

Vice president and investment consultant Cliff Dunteman outlines how after-tax contributions can act as an in-plan emergency savings strategy. He then weighs the advantages and disadvantages of this approach for plan sponsors to consider.

For further discussion of out-of-plan emergency savings options, check out the recently published article in Pensions and Investments, featuring Francis Investment Counsel’s own, Alex Moen.

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