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Valicenti Advisory Services, Inc., manages approximately $50 million in retirement assets, of which approximately $15 million is in Employee Benefit Trust Plans.

What is a 401(k) plan?

A tax-deferred retirement savings plan:

  • You voluntarily contribute a portion of your salary into the plan.
  • A list of mutual funds from which you can select is provided.
  • You decide how to invest amongst the funds.

 

Why invest in your 401(k) plan?

You can save more efficiently:

  • Your contributions are deducted before your income taxes are calculated.
  • Your investment earnings are tax deferred.
  • Most companies offer Plan Matching Contributions.

 

The mission of Valicenti Advisory Services, Inc., a local independent investment advisor, is to provide the best possible retirement plan features and investment options for your plan by engaging the expertise and resources of a highly qualified plan administrator.


 

 

          
   
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Email your questions to info@valicenti.com