Q3 2022 Newsletter: Optimizing Savings Strategies

  • Bjork Group

Bjork Group-Sean Bjork-Optimizing Savings Strategies

Use these insights and help optimize your 401(k) plan to align with savings and talent management strategies.

  • Identify SECURE Act tax incentives that may help you and your employees
  • Help employers maximize savings and minimize taxes
  • Improve workers’ financial well-being with new innovative approaches

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Sean C. Bjork, CIMA®, AIF®
Vice President
Bjork Group
1033 Skokie Boulevard, Suite 210
Northbrook, IL. 60062
p.312.464.7082
seanbjork@bjorkgroup.com
www.bjorkgroup.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC and Bjork Asset Management are separate entities from LPL Financial.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice.

Guarantees are based on the claims paying ability of the issuing insurance company. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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