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Why Participate in Your Company's AssetMark 401(k) Plan?

What do you want to do when you retire?

Spend your days fishing. Have a vacation home on the beach or in the mountains. Travel to the places you haven't seen yet. Take your grandchildren to a ballgame or help with their education costs.

We all dream about what we want to do when we retire. But lack of money could be a roadblock to realizing those goals. Consider this:

•   You can figure on spending 70% to 90% of your preretirement income after you retire, just to maintain the standard of living you are enjoying at the time you retire.
•   Social Security will probably pay less than half of what you'll ne ed for retirement.
•   Recent surveys have shown that most people don't believe that Social Security funds will be there for them at all when they retire. In fact, one study revealed that more people believe in UFOs than in the longevity of Social Security.

What it comes down to is this: it's up to us to plan and save for our own futures. Your AssetMark 401(k) Plan is one of the building blocks you can use to do that. In fact, the AssetMark 401(k) Plan can be the foundation of your retirement savings plan:

Social Security
Personal Savings Plan
Your AssetMark 401(k) Plan Savings

Putting Down The Foundation

Your company's AssetMark 401(k) Plan gives you a decided advantage when it comes to taxes:

•   Your contributions are automatically deducted from your paycheck before income taxes are deducted. As a result, your current taxes are reduced because of your contribution.
•   Earnings build up tax-deferred in your 401(k) plan account. This means that you don't pay taxes on investment earnings as they are added to your account. Instead, you'll pay taxes on your investment earnings when you begin to take withdrawals when you retire. It's possible that you'll be in a lower tax bracket when you retire.

Being a participant in your company's AssetMark 401(k) Plan makes it possible for you to save money on your taxes right now – and lay the foundation for the savings you'll need when you retire. Your participation is one way that you can help yourself realize those retirement dreams.

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AssetMark is a Registered Trademark of AssetMark Investment Services, Inc.
Equal Opportunity Employer. © 2008 Fiserv ISS

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE