159 - Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky
That Annuity Show · Nassau Financial Group
August 4, 202236m 45s
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Show Notes
You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the projection actually mean? If you aren't certain, you are not alone. Jack Towarnicky, HR, Total Rewards, Employee Benefits Subject Matter Expert joins us today to explain the assumptions and the gaps in the mandatory disclosure. Links mentioned in the show: https://www.linkedin.com/in/jack-towarnicky-5878787/