Managing WinCo Benefits For a Better Retirement

We help clients take advantage of their WinCo benefits by transitioning their ESOP and 401k accounts for retirement. We are experts at helping clients understand their options and showing them the most efficient ways to receive their benefits.

Navigating WinCo’s ESOP and 401k Accounts

All WinCo employees have an ESOP and 401k account. Each account has many rules and options on how and when money can be taken out. We help our clients navigate these intricacies to help ensure they receive their WinCo benefits in the way that works best for them.

Creating a Financial Plan to Retire with the goal to Retire Comfortably

Often, there are major tax implications when people receive large lump sums of money. Our financial team will develop a plan with you for the most efficient ways to take out money for tax purposes. With efficient tax and retirement planning, we help our clients maximize their WinCo benefits for a comfortable retirement.

Optimizing WinCo Benefits for Retirement 

We have found that many WinCo employees have not had access to financial guidance. In turn, when it is time to take out distributions for retirement, they can feel extremely overwhelmed. We help guide our clients through the retirement process step by step for a smooth experience. 

How Finley Davis is Different than the Newport Group

• Currently, the Newport group is the third-party administrator for WinCo’s ESOP account. However, they are also the third-party administrator for many other company’s accounts. We have found that third-party administrators often provide generic information for accessing ESOP accounts, sometimes not specific to WinCo, which can create confusion and frustration.  

• Our advisors are fiduciaries. We provide information and advice that is specific to your situation.

Let us help you make the most of your WinCo benefits with a clear financial plan and an experienced advisor by your side. To get started, set up an appointment by calling our office today.