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401(k) Matching Formulas

July 28, 2020
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Offering a retirement plan shows your employees that you are committed to helping them save for their future. A matching formula is a great way to give a little bit more to your employees and increase contributions!

There are many matching formulas that can boost contributions and won’t break your bank or budget. Here are three to consider:

  • Safe Harbor
  • Graded Vesting
  • Cliff Vesting

In this guide, you will gain insights about these three formulas, their advantages and eligibility requirements.

Download the Guide

Adcock Financial Group

H. Brian Adcock

311 W. Fletcher Avenue

Tampa, FL 33612

813-935-4091

www.adcockfinancial.com

brian@adcockfinancial.com

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Adcock Financial Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Adcock Financial Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice.