Save for Your your future - New York Life Benefits - new york life agents

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GETTING STARTED USING THE PLAN THINGS TO THINK ABOUT WHAT WOULD YOU DO?
Save for Your
your future contribution
choices
A guide to your New York Life CONSIDER YOUR
401(k) Savings Plan
OPTIONS >
START NOW
It pays What's your Resources
to save situation?
GET SUPPORT >
SEE HOW OTHERS
CHOOSE >
LEARN ABOUT COMPANY
CONTRIBUTIONS >
For agents: January 2022
GETTING STARTED USING THE PLAN THINGS TO THINK ABOUT WHAT WOULD YOU DO?
Put the 401(k) Savings Plan
to work for your future
No matter what your financial goals, the 401(k) Savings Plan can
play an important role in helping you achieve them. It's up to you to
set the wheels in motion and stay on course.
New York Life is here to help. We provide the tools to help you plan
and save for a more secure financial future.
Review this eGuide to see how the features of the 401(k) Savings
Plan can help you get the most value from your financial strategy.
Learn about the Roth 401(k) option
The plan offers a tax-advantaged Roth contribution
feature as yet another tool to help you save for your
retirement. You'll need to decide if it's right for you.
Learn more now >
DEFINITIONS TABLE OF CONTENTS 2
GETTING STARTED USING THE PLAN THINGS TO THINK ABOUT WHAT WOULD YOU DO?
In this guide
Getting started
What's your reason for saving? 4 What would you do?
Using the plan How others make the most of their
The 401(k) Savings Plan: A quick refresher 5 retirement and savings plans 29
How pre-tax contributions work 12
How Roth contributions work 14
Make up time with catch-up contributions 18
Compare your contribution options 20
Allison Robert Elliott Emily Kenneth
Things to think about
Considering Roth? 22
Think outside the plan 27 About this guide
It's easy to find what you need in this interactive guide. You can read it front to back or use the blue links to jump
directly to the information you want. Additionally, frequently used terms throughout are found at the "Definitions"
link below. This guide is fast and easy to use online, but you can print it if you'd like.
DEFINITIONS TABLE OF CONTENTS 3


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