Simplifying Company Retirement Plans:
A User-Friendly Resource

 

I know a lot of stuff, most of it incredibly boring, but I make it simple, easy and interesting to know and use.

I’m Chad Swiger, The Retirement Plan Guy. I didn’t plan to be an expert on saving for your Golden Years, but my life’s journey led me to learn a lot of the subject.

Today, I’m here to share what I’ve learned. Here you will find digestible, easy-to-apply tips for individuals, employers and financial advisors.

  • Resources

    Quickly gain a grasp of your 401(k) plan and empower yourself to take charge and carve out a strategy that works for your lifestyle.

    Start Digging In >>

  • Maximize your tax savings

    Business owners want to get the maximum tax savings from their company retirement plan. We can determine how tax efficient their plan is by calculating the plan’s Tax Efficiency Quotient (T.E.Q.)©

    What You Need to Know >>

  • The fun side

    I have a thing for toy trains and off-road adventuring which you'll see here.  Hard to tell what else you might find under this category, kind of like your kitchen junk drawer.

    Explore >>