Thank you for your interest.
By far the most common employer-sponsored retirement plan is the 401(k) plan.
The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.
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Waterman & Associates Inc |
We are a Purpose Driven company with the call to keep alive: • The visions of families • The aspirations of small business owners • The grace and independence of seniors For us, it isn't just a job...it's a calling — a cause. SCROLL DOWN FOR THE LINK TO ACCESS OUR WEEKLY MARKET COMMENTARY REPORT |
Phone: Office: 503-524-6974 Fax: 503-922-0515 |
www.watermanwealthstrategies.com |