Welcome to

Pathway Benefit Services, Inc.

Whether you are an employer or an employee, there is much to consider when thinking about your retirement plan. We have developed this website to help you gain a better understanding of the financial concepts, opportunities, and potential rewards available when you take a proactive approach to your retirement planning. After all, it's your future.

Please explore the "Resources" tab for articles, newsletters, videos, and links to valuable information. There are also calculators and a "Planning Tools" tab to assist you on your personal financial path. There are numerous questions that do not have definitive answers, and we are here to educate you and help you customize a plan to pursue your retirement goals.

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We wouldn't want you to miss any valuable tips on making your money work for you!

Newsletters

HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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More Newsletters

Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators