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Financial Learning Center


The Nuts and Bolts of a 401(k) plan

Deciding How Much to Contribute to the Plan

Planning now for your retirement—years before you are near retirement age—is essential. To help with your planning, answer these questions:

  1. What are your projected cash flow needs at retirement?
  2. How much have you currently saved or invested, and what will it grow to by the time you retire?
  3. How much more do you need to invest?
  4. Where are you going to get the rest of the money you need for retirement?
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA (Opens in a new Window)/SIPC (Opens in a new Window).  UniVest Financial Services is a trade name of UniBank. Infinex and UniBank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.


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