Lockheed Martin has long been an aerospace leader of excellence and precision. As an employee of this exceptional company, you deserve to be supported by that same high-level of precision and detail.
Purpose of this page: To educate employees on your existing options for the employer 401(k) plan you are a participant in.
Great news! Your specific Lockheed Martin plan is fairly flexible, allowing for use of 401(k) Optimizer, and participation in an SDBA or in-service distribution. Based on length of employment and employee age, certain plan options may not be available.
Learn more about the differences between 401(k) Optimization, Self-Directed Brokerage Accounts (SDBA), and in-service distributions:
Founding partner and Investment Advisor Representative, Nicholas J. Russell has been working with Lockheed Martin employees for over 15 years with:
A comprehensive understanding of your specific plan options and any applicable limitations
Experience in accompanying employees on Empower or AAG calls
The offering of a complimentary consultation or second opinion on your current portfolio
One-on-one assistance completing rollover paperwork and asset transfer
Lockheed Martin shifted from Voya Retirement to Empower in January 2019. Empower is now your default retirement plan provider.
Here's what to expect:
Yes, our Sunrise firm was built around a full-service, family-centric model. Take a look at our most popular services for individuals and multi-generational families.
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* Please note: Neither Cetera Advisors LLC nor Sunrise Wealth Advisors, Inc. are affiliated in any capacity with Lockheed Martin. The purpose of this specific page is to share our professional knowledge base and familiarity with clients who are/were employees and participants of an offered employer plan. All logos, trademarks, and intellectual property are to be credited to each respective company brand.