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401(k) Plan Design for an Age Diverse Workforce

Jim Gasaway
May 13, 20241 min read

Discover insights into 401(k) plan design for a multigenerational workforce.



Discover insights into 401(k) plan design for a multigenerational workforce. Find out ways to boost retirement readiness and deal with issues unique to each generation. Understand the best methods of retirement saving from Baby Boomers to Gen Z.




Download the Guide below



The Alliance Team


(860) 777-4015

(860) RPS-401K


This presentation is not an offer or a solicitation to buy or sell securities. The material discussed is meant to provide general education information only and it is not to be construed as specific investment, tax or legal advice and does not give investment recommendations.


Certain risks exist with any type of investment and should be considered carefully before making any investment decisions. Keep in mind that current and historical facts may not be indicative of future results.


Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://adviserinfo.sec.gov/firm/summary/123807.

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Alliance Retirement Plan Solutions (“ARPS”) is a division of Gasaway Investment Advisors, Inc. (“GIA”), an SEC registered investment adviser registered with the Securities and Exchange Commission ("SEC").  ARPS, a DBA wholly owned by Gasaway Investment Advisors, Inc., provides bundled and unbundled 401(k) Third Party Administration and Recordkeeping services for businesses to assist their employees with saving for retirement.


ARPS provides both bundled services to clients of GIA as well as bundled and unbundled services to clients of outside advisors.  In the instances of ARPS providing bundled services to clients of outside advisors, GIA’s advisory services are generally limited to investment menu / fund selection and monitoring, as well as model portfolio creation and monitoring while ARPS is providing Third Party Administration and, in many instances, Recordkeeping services to the plans.

 

This content has been prepared for informational purposes only, and should not be construed as tax, legal, or individualized investment advice. GIA and ARPS do not provide tax or legal advice. Consult an appropriate professional regarding your situation. The views expressed are subject to change. In the event third-party data and/or statistics are used, they have been obtained from sources believed to be reliable; however, we cannot guarantee their accuracy or completeness. Investing involves risk, including risk of loss. Past performance does not guarantee future results.


More information can be found at https://adviserinfo.sec.gov/firm/summary/123807.
 

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