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Newsletters

October 2023 Newsletter

October 2023 Newsletter

Hardship Distributions Surge: Strategies for a Troubling TrendMore and more workers are taking hardship distributions from their 401(k) accounts, a recent report shows. Bank of America’s June 2023 Participant Pulse study reveals nearly 16,000 participants withdrew...

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September 2023 Newsletter

September 2023 Newsletter

The Retirement Savings Glass Is Only Half Full for WomenAccording to recent data from the National Council on Aging and the Women's Institute for a Secure Retirement, nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement...

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August 2023 Newsletter

August 2023 Newsletter

Employees Want Financial Planning Support — and Aren’t Afraid to Ask for ItFinancial stressors including stubbornly high inflation and historic levels of credit card debt continue to impact workers across a wide range of income brackets. Twenty-eight percent of...

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September 2023 Newsletter

September 2023 Newsletter

The Retirement Savings Glass Is Only Half Full for WomenAccording to recent data from the National Council on Aging and the Women's Institute for a Secure Retirement, nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement...

read more
August 2023 Newsletter

August 2023 Newsletter

Employees Want Financial Planning Support — and Aren’t Afraid to Ask for ItFinancial stressors including stubbornly high inflation and historic levels of credit card debt continue to impact workers across a wide range of income brackets. Twenty-eight percent of...

read more
July 2023 Newsletter

July 2023 Newsletter

Connection to Future Self Is Key to Retirement ReadinessThe relationship we forge with our future selves can greatly impact financial decision making in the present. Research conducted by social psychologist Hal Hershfield using functional magnetic resonance imaging...

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White Papers

Articles

2021 Form 8880

Use Form 8880 to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit). You may be able to...

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Participant’s Corner

Are you over age 50?

Are you over age 50?

Consider making a catch-up contribution to your retirement! If you contribute $7,500 each year from age 50 to age 67 (17 years), you can make a big impact on your future. When am I eligible to make a catch-up contribution?If you turn age 50 anytime in the calendar...

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Risk-proofing Your Future:Personal Protection Strategies

Risk-proofing Your Future:Personal Protection Strategies

Are you prepared for a secure financial future? Discover some key aspects of a comprehensive risk management strategy. Disability Income Protection: Protect your income by obtaining disability income protection. Purchase it when you are young and healthy, considering...

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Are you over age 50?

Are you over age 50?

Consider making a catch-up contribution to your retirement! If you contribute $7,500 each year from age 50 to age 67 (17 years), you can make a big impact on your future. When am I eligible to make a catch-up contribution?If you turn age 50 anytime in the calendar...

read more
Risk-proofing Your Future:Personal Protection Strategies

Risk-proofing Your Future:Personal Protection Strategies

Are you prepared for a secure financial future? Discover some key aspects of a comprehensive risk management strategy. Disability Income Protection: Protect your income by obtaining disability income protection. Purchase it when you are young and healthy, considering...

read more
Build a Bright Retirement Future

Build a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules may carry risks when striving to achieve your financial...

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How Much is Enough?

How Much is Enough?

There are many formulas for figuring out how much money you need to retire. While thinking seriously about retirement finances is useful, for most people, these formulas may not come close to what your retirement actually looks like. Taking StockTo truly get...

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