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NPGamay 401K PlanThis material was created for educational and informational purposes only and is not intended as ERISA, tax, legalor investment advice. If you are seeking investment advice specific to your needs, such advice services must beobtained on your own separate from this educational material. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great ValleyAdvisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group areseparate entities from LPL Financial. Great Valley Advisor Group, North Point Advisor Group and LPL Financialare separate entities from Empower.
Your 401K Plan'sBenefitsYou can now participate in your 401k plan earlier! Deferral Eligibility: 3 months 18 years old Monthly Plan EntryFor more details and to check if you are eligible toparticipate, please read your plan’s Summary PlanDescription available to you.NP
Your 401K Plan'sBenefitsMatch Eligibility:•1 year•1,000 hours•18 years oldMonthly Plan EntryCompany Match ----------------------------------->For more details and to check if you are eligible toparticipate, please read your plan’s Summary PlanDescription available to you.NP
Investment OptionsYour employer has chosen Empower Retirement as thenew recordkeeper of your employers 401k retirement plan.Although your employer has chosen Empower for multiplereasons, some you as a participant will be able to takeadvantage of include:-A diverse selection of investment options-Advanced technology and online access-Online enrollment, online re-allocation and online contributionupdatesEmpowerTechnologyOnline AccessEnrollment, Allocation & ContributionUpdatesNP
OUR ADVISORY TEAM.Michael DolezalSenior AdvisorMAHTOMEDI, MNJeffrey KolodjskiSenior AdvisorEAU CLAIRE, WIPaul WoitaSenior AdvisorDavid HopkinsAdvisorCharles ZwiefelhoferSenior AdvisorSandra SorensonSenior AdvisorJackie SchoettlAssociate Advisor BLACK RIVER FALLS, WIApril BreheimSenior AdvisorJudy HawleySenior Advisor
OUR OPERATIONS TEAM.Anne HinesClient ServicesAssociateMAHTOMEDI, MNAmanda BryantDirector of OperationsEAU CLAIRE, WIHeidi SteffenAdministrative ManagerChristopher BeckerDirector of ClientServicesSara SelsethDirector of Employer PlansNathan BuyzeClient Services AssociateZachary DeckerDirector of PlanningServices BLACK RIVER FALLS, WIMichelle KapferClient Services AssociateAmanda TroesterClient Services AssociateMatt LaciskeyParaplanner
WE ARE NORTH POINTADVISOR GROUPAddress questions related to your individual financial future401k allocationsSavings GoalsVarious Insurance questionsTaxationEstate Planning•Independent•Custom Advice•Dedicated Staff•Enrollment & Education Meetings *Prepare by gathering beneficiary information, existing 401kallocations and investments and your questions Employee Financial Resource Program (EFRP)NP
TimelineDecember 1 – Blackout Notices sent to your address of recordDecember 30 - Blackout Period BeginsJanuary 7 - New match calculation beginsJanuary 14 (or sooner) - Blackout Period lifted (100% of your 401Kassets will be visible online at Empower-Retirement.com) NP
Empower Technical Support: 1-855-756-4738
Questions?Clarifications?We'd love to help!info@northpointadvisorgroup.com