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The Journey to Retirement

Life is a journey and retirement is certainly a destination. A successful retirement doesn’t just happen, it requires planning, attention and resources. How will the pieces of the financial jigsaw puzzle fit together to allow for a long and happy retirement?
All pertinent financial information - including Social Security, company-sponsored pension plans (defined benefit), employer-sponsored retirement plans (such as 401k plans) - as well as any personal savings including Individual Retirement Accounts (IRAs) should be considered.
First Trust believes the systematic application of its disciplined and proprietary investment strategies utilized in First Trust product offerings could help financial advisors and their clients assemble the pieces together for a comfortable retirement. Consider the following product solutions to help solve the retirement plan puzzle:
Financial Advisors - Request a 401(k) Proposal
Contact the First Trust 401(k) department for a list of record keeper availability by calling 1.877.937.4015 or by emailing 401k@ftportfolios.com.
 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code. First Trust has no knowledge of and has not been provided any information regarding any investor. Financial advisors must determine whether particular investments are appropriate for their clients. First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients.
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
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