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Helping You Build Your Pension  
 

Valley Care

NOW YOU ARE IN CHARGE!

Your employer has enhanced their retirement plan to include a Brokerage window opportunity so that plan participants have more choices and greater flexibility with their retirement investments.  This option, known as the Self-Directed Brokerage Account (SDBA) exists in 401(k), 403(b) and 457 plans where the participant will have access to professional management, stocks, bonds, mutual funds and ETFs.

A recent Dalbar Study revealed that while the S&P 500 gained 9.22% annually from 1995-2014, the average equity investor returns over that same period were a paltry 5.02% a difference of 4.2% annually.

Contact our office to learn how professional management may work for you and your family.