Participant Corner

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.

Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration.

Investing your money into retirement savings early is important to setting yourself on the path to your ideal retirement.

During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company.

The holidays are upon us! Staying healthy just might make you wealthy.

With the recent market volatility, it’s understandable that you may be concerned about your investments. Don’t let the market volatility spook you! Consider the following tips.

According to a recent study by the General Accountability Office, 29% of Americans 55 and older do not have any retirement savings or pension plan.

Pop Quiz: Have you done your homework on retirement?

Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones! So, what better time to do a routine check-up on your retirement plan!

Although not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away?

Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or house payments, and other day-to-day expenses mean that retirement savings take a back seat.

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.

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone.

At what age can retirement plan distributions begin? When can a person begin to receive Social Security?

Your employer's retirement plan is a defined contribution plan designed to help you finance your retirement. 

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.

The holidays are a time for giving, but often people can be a little
overgenerous during this time of year and later find themselves in
financial trouble.

When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive. 

Let’s check if you’re preparing for retirement and review the following items we’ve listed below.

Contributing to your employer’s retirement plan as soon as you’re eligible is crucial to meeting your retirement goals.

Saving for retirement can be intimidating, but it doesn’t have to be.

You can reduce the risk of fraud and loss to your retirement account by following these basic rules.

Health savings accounts (HSAs) have grown tremendously in popularity over the past few years.

Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes.

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.

Earn your full savings potential by hitting the full match plus more.

Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the day you bid your career farewell and enter into retirement.

Most people need to save more — often a lot more — to build a nest egg that can meet their needs.

Ten Things to Know about Your Employer’s Retirement Plan

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There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but they are just that — guidelines, not hard and fast rules that will necessarily apply to your particular situation.

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.

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It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few questions to ask yourself, at least annually, to see if (and how) they affect your retirement planning.

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Believe it or not, staying healthy just might make you wealthy. With small lifestyle changes and healthy choices, you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be as simple as limiting your salt intake or taking your prescribed medication regularly.

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