Participant Corner

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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Five Key Decisions for a Successful Retirement

Five Key Decisions for a Successful Retirement

Life is a series of decisions, and everyone has to live with the results of the decisions they make. One of the most serious decisions that we all face is how to prepare for retirement, but frequently we don’t make the best choices to protect our futures. What are...

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Simple Secrets for Retirement Success

Simple Secrets for Retirement Success

Retirement planning can often seem complicated and daunting. Really, though, most of the actions you need to take to work toward a confident retirement are very simple. Follow a PlanSuccessful investors have a plan and they stick to it. You have access to a qualified...

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The Importance of Keeping Beneficiary Information Updated

The Importance of Keeping Beneficiary Information Updated

Planning for the departure of a loved one is a difficult thing to think about, but no matter how delicate, it is something any pragmatic planner must consider. What happens to your retirement account when you, your spouse or partner pass? When choosing your 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 EmploymentWhen 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 away....

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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...