Retirement Plan Advice Program

The traveler arriving at Grand Central Terminal in New York City will be well served if they know where they are going and at what time. Retirement planning is no different. Investors must know where they want to go and when.

With so many employees relying on their own ability to choose investments, the measurement of success in retirement savings now falls ever more squarely on the shoulders of the employee. The final value of an employee’s retirement account now has more to do with their understanding of asset allocation than it ever has. Through the Retirement Participant Advice Program, Generations Private Wealth, through its Investment Advisor Representatives, provides written asset allocation and/or specific investment recommendations for client retirement plan assets based on the investment options available within the retirement plan and based on financial and other information provided by the client.