Jon Anderson: October 22, 2019

Deciding on a Retirement Plan: What to Know

Expert shares tips for choosing the right fit in a sea of options

 

Jon Anderson

Head of Retirement Plan Solutions, Cetera Financial Group

 

When it comes to a comfortable retirement, careful planning is everything. Unfortunately, many Americans feel inadequately prepared to meet the financial pressures of their golden years, where unplanned expenses (health care, housing, family obligations) can put a strain on even the most disciplined of budgets.

While there is no shortage of retirement plans to choose from – from employer-sponsored options like 401(k)s and pensions to target date funds, annuities and IRAs – the sheer number of choices can be dizzying. How to make sense of it all? And how to find the plan that is the right fit? Financial advisors can help, but people need to have a clear sense of their goals and income needs so they can map out a plan effectively.

On October 22, Jon Anderson, Head of Retirement at Cetera Financial Group, is available to share his advice on navigating the retirement marketplace and building your ideal retirement plan. He will discuss how to evaluate all available options and identify the ones that best fit one’s retirement needs and expectations. He will also discuss how to pick an appropriate financial advisor to help with this process.

For more information, please www.cetera.com

   

More About Jon Anderson

 Jon Anderson is Head of Retirement Plan Solutions at Cetera Financial GroupPrior to joining Cetera in 2014, he served as Vice President of Institutional Sales at Brightscope.

Jon earned his B.A., cum laude, in economics from Franciscan University of Steubenville. He is also cofounder and director of the Jeffrey J. Anderson Business Leader’s Scholarship offered at Franciscan University.  He holds the Accredited Investment Fiduciary (AIF)© designation, the Professional Plan Consultant (PPC) designation, and the Certified 401(k) Professional (C(k)P) designation at UCLA’s Anderson School of Management Executive Education. He lives in San Diego with his wife and three sons.

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