Participant Memo: October 2022
With the recent market volatility, it’s understandable that you may be concerned about your investments. Don’t let the market volatility spook you!
Participant Memo: September 2022
Much has been made of the current state of the American worker as it pertains to their retirement savings.
Participant Memo: August 2022
POP QUIZ: Have you done your homework on retirement? Take the short quiz today by downloading the full memo!
Participant Memo: July 2022
Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones!
Participant Memo: June 2022
Although not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away?
Participant Memo: May 2022
Research says that 66 percent of millennials haven’t saved any money for retirement, and 66 percent haven’t started saving.
Participant Memo: April 2022
You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan.
Participant Memo: March 2022
Break personal financial planning down into small, achievable tasks, it’s a lot less daunting and can pay huge dividends to you and your family.
Participant Memo: February 2022
As you get closer to your retirement date you may start to wonder about your eligibility for certain withdrawals and programs you are entitled to.
Participant Memo: January 2022
Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement. Federal and sometimes state taxes on your contributions and investment earnings are deferred until you receive a distribution from the plan (typically at retirement).