Our 401(k) Management Services and team will help you invest in a 401(k) plan that best fits your lifestyle. Our advisors will help navigate the different avenues of the various 401(k) management plans.
401(k) Management Services
Benefits of a 401(k) Plan
Already have a 401(k) management plan?
Will we discuss the status of my employer-sponsored retirement plan regularly?
Most definitely! Part of our planning process is maximizing what your employer provides you and making sure your financial plan complements what is currently set up.
What are the rules for withdrawing money from my qualified retirement plans?
Age 59 1/2 is the magic age when you can begin withdrawing from your qualified retirement plans. Any withdrawal before that age will result in penalization. At 70 1/2 you must begin withdrawals by a minimum amount called an RMD (Required Minimum Distribution). At OnPoint, we take all that into account and make sure your future income is as high as possible.
Most definitely! Part of our planning process is maximizing what your employer provides you and making sure your financial plan complements what is currently set up.
What are the rules for withdrawing money from my qualified retirement plans?
Age 59 1/2 is the magic age when you can begin withdrawing from your qualified retirement plans. Any withdrawal before that age will result in penalization. At 70 1/2 you must begin withdrawals by a minimum amount called an RMD (Required Minimum Distribution). At OnPoint, we take all that into account and make sure your future income is as high as possible.