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Plan Participants

Participating in your company sponsored retirement plan is a choice. Many employees choose not to participate because they don’t understand the investments, or perhaps are the type of person that needs to understand all the facts about a fund to feel confident in their decision. That’s alright; there is nothing wrong with either answer. What is cautioned against is delaying the decision to start saving for your own retirement.

Social Security, in most cases, will not create enough income alone for an individual to retire on with dignity. Our goal is to help you manage the process and to help you with your retirement readiness program. We want you to feel comfortable with your plan regardless if you have a few thousand or a few million dollars. We pride ourselves in helping our clients build solid foundations.

Please see the links below for our sponsor company logins which will allow you to directly access and see your retirement plan account balance and portfolio performance. Additionally, many have tools and calculators to help you plan and save for retirement or evaluate your investment allocation.

If you need individual advice or assistance with other investments please visit our Individual Investor section to find out more information on the wealth management services we offer or feel free to email us at One of our wealth management associates will be happy to schedule some time to meet with you and discuss creating a financial plan for you and your family.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

AARP Social Security Calculator

This calculator can help you determine when you should claim your Social Security Benefits.

Social Secuirty Quick Calculator

This calculator provided rough estimates based on your date of birth, and the earnings history your provide.


This Page contains Links to third-party company websites. By Selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Arcwood Financial LLC nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third party websites.

The below list of professionals should not be construed as a blanket recommendation, endorsement or sponsorship by United Planners Financial Services. You must decide whether to hire these person or firms and the appropriateness of their services. These firms are not affiliated with or employees of United Planners. United Planners does not supervise these firms and takes no responsibility to monitor the services they provide to you.”