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New! Virtual Retirement Account Reviews

May 14, 2020 by The Trust Company of Tennessee

The Trust Company of Tennessee is excited to announce a new complimentary resource for plan participants seeking advice on their retirement plan and other retirement planning topics.

A Client Specialist is available to provide Virtual Retirement Account Review meetings. These meetings would provide 1-on-1 guidance to plan participants to address concerns such as, but not limited to:

  • Do my investments remain appropriate?
  • How much should I save for retirement?
  • Are pre-tax or Roth contributions best for my situation?
  • How can I maximize Social Security?

We understand that many participants may currently have questions about their account due to market volatility, but may prefer to limit in-person meetings. This new feature will allow them to ask questions and receive guidance in order to take the proper steps to meet their retirement goals.

To schedule your Virtual Retirement Account Review, please click here.

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