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I Planned Making the most of your 401(k)
Your company's 401(k) plan is a smart way to save for retirement. Below are a few helpful hints to help you reach your goals.
  • Do participate. Each day you wait, the less money you will have at retirement
  • Do diversify. Consider your age and your risk tolerance
  • Do contribute. Enough to receive the employer match (if offered)
  • Do rebalance. Your investment allocation regularly.
CMP provides:
  • One-on-one investment advice
  • Information on market trends and new retirement legislation
We not only handle your 401(k) plan needs, but are also available to meet with you and/or your significant other to discuss:
  • Rollovers
  • IRAs
  • Roths
  • Nonretirement accounts
  • Estate planning
  • Life insurance
  • Long-Term Disability
We will have informational meetings to review any major changes in your personal or financial situation since our last meeting, and we will determine if these changes necessitate adjustments to your current financial plan.

Remember, you are in control of your 401(k) plan. If you are unsure or have any questions, call us at 508.384.7900 x222, and ask for the retirement department, and they will make you an appointment to meet with an advisor.