Tailoring Your Plan
At Prosperity Financial Group, we help you identify and incorporate the most beneficial features into your retirement plan, ensuring it aligns with your needs and goals.
Tailoring Your Plan
At Prosperity Financial Group, we help you identify and incorporate the most beneficial features into your retirement plan, ensuring it aligns with your needs and goals.
Explore the various features and options available in retirement plans, and understand how they can enhance your retirement savings strategy.
- Automatic Enrollment
- Automatic Escalation
- Employer Match
- Cath-Up Contributions
- Vesting Schedule
- QDIA
- Self-Directed Brokerage Option
- Loan Provisions
Remember, the specific features that are best for your plan depend on your company’s needs and goals. At Prosperity Financial Group, we help you understand these features, tailor your plan accordingly, and communicate effectively with your employees.
You’re in GOOD Company
More than 4,500 employees at over 30 companies save with Prosperity 401(k) Advisors.
401k Resources

401(k) Fiduciary vs Investment Advisor: Which is Better?
In the world of business management, understanding the roles and responsibilities of various financial professionals is paramount. Particularly when it comes to handling retirement plans like 401(k)s, the expertise brought

The Impact of Plan Features on 401(k) Performance
The role of 401(k) plans in an employee’s financial stability cannot be overstated. As such, companies must ensure these plans are structured to provide the best possible outcomes. Superior plan

Customized 401(k) Plans: A Tailored Alternative to Target Date Funds
Discover why customized 401(k) plans are a better choice for businesses and learn how to provide diversified investment options for your employees. The Limitations of Target Date Funds for 401(k)