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Today is National 401(k) Day!!!

Sep 09, 2011

Friday, September 9th is National 401(k) day! This day is an annual celebration spotlighting the importance of employer-sponsored retirement plans. For the majority of the workforce, savings from 401(k), 457, and 403(b) plans play a crucial role in establishing a secure retirement.

InvesTrust recommends plan participants go through a “Plan Checkup” much like an annual physical to make sure your investments are matched with risk tolerance in order to stay on track with overall retirement goals. A few things to remember:

If you are not enrolled, ENROLL!

Stay invested (buy and hold)

Increase your contributions

Diversify, Diversify, Diversify

Dollar Cost Averaging

Rebalance

Take a minute to thank your employer for offering a retirement plan!!!!!

If you have questions, please feel free to give us a call at 1-866-848-0258.

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Contact Information

InvesTrust

5100 N. Classen Blvd.
Suite 620
Oklahoma City, OK 73118

T: 405.843.7177
F: 405.843.7835
E: investrust@investrust.com

Hours of Operation

Monday through Friday
8:00 am to 5:00 pm

InvesTrust is closed for the following holidays:

Monday, Jan. 1 New Year’s Day
Monday, Feb. 19 President’s Day
Monday, May 28 Memorial Day
Wednesday, July 4 Independence Day
Monday, Sept. 3 Labor Day
Monday, Oct. 8 Columbus Day
Monday, Nov. 12 Veterans Day
Thursday, Nov. 22 Thanksgiving
Friday, Nov. 23 Thanksgiving
Tuesday, Dec. 25 Christmas

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The content on this site is for informational purposes only and should not be considered advice. Additionally, it is important to keep in mind that all investments are subject to risk, including loss of principle. Risk is defined as fluctuation in returns from one period to the next and the potential for loss. A well diversified portfolio may help investors reduce the risk associated with investing. However, diversification does not insure protection against a loss in a declining market.

Circular 230 Disclosure: Please note that Treasury regulations effective June 20, 2005 impose extensive requirements for a formal tax opinion. Since this communication (including any attachments) is not such a formal tax opinion, we are required to advise you that it was not intended or written to be used, and it cannot be used (i) for the purpose of avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. If you would like further information, please contact us.