Participant Corner

BACK TO SCHOOL

BACK TO SCHOOL

Pop Quiz: Have You Done Your Homework On Retirement? 1. In order to maintain living standards in retirement, what percent of annual income do financial professionals thinkpeople should save? A. About 3% B. About 6% C. About 9% D. About 12% E. About 15% 2. If an...

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Beneficiary Designations – Who will get your money?

Beneficiary Designations – Who will get your money?

Although not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away?When you enrolled in your retirement plan, you were asked to select a beneficiary to receive your retirement plan assets in the event...

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Millennials – The Time to Start Saving is Now!

Millennials – The Time to Start Saving is Now!

Typically, younger people don’t make retirement savings a priority. Livingexpenses, student debt, rent or house payments, and other day-to-dayexpenses mean that retirement savings take a back seat. In fact, researchfrom National Institute on Retirement Security says...

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Tax Saver’s Credit: Get the “Credit” You Deserve!

Tax Saver’s Credit: Get the “Credit” You Deserve!

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. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing...

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Planning Financial Futures

Planning Financial Futures

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Personal financial planning is an ongoing, lifelong process. If we break...

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Online Security Tips From The Department of Labor

Online Security Tips From The Department of Labor

You can reduce the risk of fraud and loss to your retirement account by following these basic rules:  REGISTER, SET UP AND ROUTINELY MONITOR YOUR ONLINE ACCOUNT     Maintaining online access to your retirement account allows you to protect and...

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Time for a Financial Check Up

Time for a Financial Check Up

With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or...

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Other Resources

August 2022 Newsletter

August 2022 Newsletter

Keeping Retirees in Your Retirement Plan According to T. Rowe Price, some sponsors may anticipate that their relationship with participants — as well as their responsibilities toward them — will naturally wind down at retirement, even though only about one in five...

BACK TO SCHOOL

BACK TO SCHOOL

Pop Quiz: Have You Done Your Homework On Retirement? 1. In order to maintain living standards in retirement, what percent of annual income do financial professionals thinkpeople should save? A. About 3% B. About 6% C. About 9% D. About 12% E. About 15% 2. If an...

July 2022 Newsletter

July 2022 Newsletter

Safe Harbor Options 401(k) plans are intended to provide comparable advantages for all employees, and there are numerous safeguards in place to make sure their benefits are allocated equitably. U.S. regulatory measures ensure that a company’s plan does not...