SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK
Plan Contact
- Address: 36 MAIN STREET,EASTHAMPTON,MA
- Contact person: THOMAS FORESE, JR.
- Phone: (413) 527-4111
Plan General Information
SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK Total Number of Retirement Plan Participants
At the end of 2018, the total number of retirement plan participants in SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK is 268
SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK Estimated Average Employee Contribution Amount
In 2018, the estimated average employee contribution amount per participant for SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK is $4,371.00.
SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK Estimated Average Employer Match
In 2018, the estimated average employer match for an employee in SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK is approximately $2,159.00
Investing in this additonal $2,159.00 for 20 years would give you extra $138,199.00, assuming a 10% annual return.
Investing in this additonal $2,159.00 for 20 years would give you extra $138,199.00, assuming a 10% annual return.
SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK Total Employer Contribution and Match Rate
In 2018, SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK allocates $578,712.00 to match its employees' contributions, providing an employer match rate of 98.79% of their contributions
Enrollment Features
SBERA 401(K) PLAN AS ADOPTED BY EASTHAMPTON SAVINGS BANK has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- One Fund Does It All
- Target Date Funds for Young Professionals
- Target Date Funds for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...