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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 professionals and their clients assemble the pieces together for a comfortable retirement. Consider the following product solutions to help solve the retirement plan puzzle:
Financial Professionals - 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, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
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