The Nuts and Bolts of a 401(k) plan

Deciding How Much to Contribute to the Plan

Planning now for your retirement—years before you are near retirement age—is essential. To help with your planning, answer these questions:

  1. What are your projected cash flow needs at retirement?
  2. How much have you currently saved or invested, and what will it grow to by the time you retire?
  3. How much more do you need to invest?
  4. Where are you going to get the rest of the money you need for retirement?
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  • ARE NOT A DEPOSIT
  • ARE NOT FDIC-INSURED
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • ARE NOT GUARANTEED BY THE BANK
  • MAY GO DOWN IN VALUE
Any questions about this should be taken up with an Osaic Institutions,Inc Representative or any bank officer.

Important information about procedures for opening a new account

To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.
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