At LWM, we offer a unique service to local area 401K participants. Each month, we publish an investment advisory newsletter called Your 401K Connection. This newsletter gives our detailed recommendations for how to properly allocate your 401(k) assets in your Fidelity 401K and Hewitt 401K plans. It includes model portfolios, analysis, and recommendations for these retirement plans. Currently, we are offering this service, free of charge, for employees of the following companies:
General Dynamics SSIP
Pfizer Savings & Investment Plan
Lawrence & Memorial Hospital 401(k) Plan
This free service is ideal for individuals that find:
- Your returns are below the market average
- You do not review your quarterly reports
- You are looking for ways to grow and protect your investments
- If you have not rebalanced your assets recently
- You're not sure how to move ahead with your 401K and other assets
- You are beginning to think about retirement and are concerned about making mistakes with your retirement assets
- You're looking for a more comfortable, professional fit with your advisor
