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:
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.