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for every stage of life.

No matter what you're envisioning for your future, MASTERPLAN® is the path that gets you there.


the world with your investments.

Your financial assets can help make a positive change in the world with Hefren-Tillotson Impact Portfolios.


your financial advisor.

Meet with a financial advisor who takes the time to learn about you and your goals.

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Your Money & You

30 Years on the Airwaves
Hosted By
James G. Meredith, CPA/PFS
Every Sunday at 9:00 AM EST
On NewsRadio 1020 KDKA
Our weekly radio show matches our financial advisors with your questions on finance and investment.

Ask The Advisor

Financial Q&A Podcast

This Week's Topic:
Saving for Your Future: Part 2 - Behavioral Issues
Answered By Gina Harbison


Get Educated on Your Investments
MASTERPLAN 101 | Lesson 4
401(k): The Leading Force in Retirement Plans
In less than 40 years, 401(k) plans have grown to be the primary vehicle for American workers at any point on the road to retirement. In fact, at the start of 2018, 401(k) plans had $5.3 trillion in assets, 55 million active participants.
MASTERPLAN 101 | Lesson 3
$9.2 TRILLION of assets were in IRAs at the close of 2017. Nearly 44 million U.S. households invest for their futures using IRAs. More than 80% of those same households also have assets in defined-contribution employer-sponsored retirement plans or are covered by defined-benefit pension plans. YOU are eligible to make an IRA part of your personal retirement income strategy TOO!


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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.


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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.