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401k

 

Like most things in life, a comfortable retirement doesn't just happen - it calls for planning and for resources. Proper planning can help you get to your retirement when you want it, as well as how you want it. You've already recognized this by researching investment options and resources at this website. What investments will work for you? We hope the information here will help you choose the best options for your particular financial situation.

There are several tax-deferred vehicles to help you reach your retirement goals. You are probably familiar with the two most popular qualified plans: the 401(k) plan and the IRA (Individual Retirement Account). You may already be taking advantage of them. Along with Social Security benefits, the returns from your investments in these two plans could go a long way toward meeting your retirement needs.

First Trust is proud to be the investment advisor to a series of Collective Investment Funds that are part of the Hand Benefits & Trust Composite Employee Benefit Trust. These funds have been specifically created for the qualified employer retirement plan marketplace using the same quantitative analysis and methodology that we offer in many of our other popular investment options. First Trust believes that the systematic application of our disciplined and proprietary investment process can help lead to long-term value creation for our clients.

Our Collective Investment Funds

  The First Trust Counter Inflation Portfolio seeks to provide an above average total return and pursues a long-term investment strategy by investing in exchange-traded funds and other equity securities which typically react favorably in an inflationary environment. However, there can be no assurance that the fund will achieve its objective or provide a positive return during an inflationary period.

 The First Trust All Equity Allocation Portfolio an equally-weighted, core equity blend of five individual strategies that rebalances annually.

 The First Trust Target Date Fund Family pursues a long-term investment strategy and invests your assets according to the year you plan to retire. These portfolios seek above-average total return using a mix of asset classes that adjusts to become more conservative over time.



 
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