Participant Corner

Retirement Plan Facts

Retirement Plan Facts

This month’s employee memo encourages employees to learn about their retirement plan to determine whether any changes need to be made. Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the day you bid your career farewell...

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The 10% Savings Goal

The 10% Savings Goal

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial...

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Retirement Plan Basics

Retirement Plan Basics

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. Please see an excerpt below. Ten Things to Know about Your Employer’s Retirement Plan 1.What it is? Your...

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Budgeting for Retirement

Budgeting for Retirement

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement,...

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Four Tips for Increasing Your Retirement Dollars

Four Tips for Increasing Your Retirement Dollars

Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement plan are an enticing source of money. It may be difficult to resist the urge to take that money as cash, particularly if retirement is many years...

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Retirement Plan Check-Up

Retirement Plan Check-Up

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your...

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Good Health is the Best Wealth

Good Health is the Best Wealth

This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket health costs. The memo shows the difference in savings between an average-managed patient and a well-managed patient. Download the memo from your Fiduciary...

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How Can You Prepare for Healthcare Expenses in Retirement?

How Can You Prepare for Healthcare Expenses in Retirement?

Rising healthcare costs are on everyone’s mind, even for affluent people. In fact, 69 percent of affluent pre-retirees cite rising healthcare costs as one of their top fears in retirement, according to a survey from the Nationwide Retirement Institute. In fact, 63...

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Four Basic Steps for a Successful Retirement

Four Basic Steps for a Successful Retirement

We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to work toward a successful retirement. Learn the basics of saving and investing.Understand...

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Other Resources

January 2021 Newsletter

January 2021 Newsletter

3(38) Advisory Services- Should Fiduciaries Outsource Retirement Plan Investment Responsibility? Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016...

Retirement Plan Facts

Retirement Plan Facts

This month’s employee memo encourages employees to learn about their retirement plan to determine whether any changes need to be made. Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the day you bid your career farewell...

December 2020 Newsletter

December 2020 Newsletter

Post-Election Investment Commentary  Stock markets abhor uncertainty. Currently, investment prognosticators are interpreting the election results to create a relatively “stagnant” legislative environment. This opinion is based primarily on the Senate remaining in...