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

Two Tax-Friendly Retirement Plans for the Self-Employed

Describes retirement plan options that help self-employed workers save on taxes.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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More Newsletters

Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators