Wednesday, 16 October 2013 03:07

Start 2014 With a New Plan: Green Your Retirement and Save Before Dec. 31

The holidays are approaching and soon you’ll be swamped. Don’t wake up January 1 without making this vital change to your retirement plan. Move your money to a plan that supports your values before Dec. 31 and save – pay no fees to setup or convert your existing fund.

Whether it’s for your own retirement or your company’s plan, now is the time to make sure your money is working for your values. Social(k) is here to help with an amazing offer:

For the first time ever, Social(k) set-up or conversion fees are waived for the rest of 2013.

That’s a savings of $750 (setup) or $1250 (conversion).

Successful companies are operating in a responsible and sustainable manner. Talented employees are drawn to these companies.

When the time comes to plan for retirement, Social(k) offers a retirement plan aligned with employee values. Get a defined contribution platform offering over 150 socially responsible mutual funds. 

For full service plans,401(k) and 403(b) for 2013 or 2014: Set up the plans this year and the initial fee is now $0.00. 

If you are considering a plan for 2013 or 2014, do it before Dec. 31 and save.

Move your money to Social(k). Contact Rob Thomas at   This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call 860-830-7310 direct.

 



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