Participant Corner

Participant Corner: 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.

Participant Corner: Importance of Naming a Beneficiary
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.

Participant Corner: Retirement Word Scramble
Investing your money into retirement savings early is important to setting yourself on the path to your ideal retirement.

Participant Corner: 'Tis the Season for Investing
During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company.

Participant Corner: Are You Thankful for Your Health?
The holidays are upon us! Staying healthy just might make you wealthy.

Participant Corner: Market Tricks and Treats
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.

Participant Corner: Retirement Readiness
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.


Participant Corner: Summer Homework Assignments
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!

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

Participant Corner: The Time to Start Saving is Now!
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.

Participant Corner: Tax Saver's Credit
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.

Participant Corner: 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.

Participant Corner: Key Dates as You Approach Retirement
At what age can retirement plan distributions begin? When can a person begin to receive Social Security?

Participant Corner: Ten Things to Know About Your Employer's Retirement Plan
Your employer's retirement plan is a defined contribution plan designed to help you finance your retirement.

Participant Corner: 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.

Participant Corner: Carving A Holiday Budget
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.

Participant Corner: What is Roth and What Does it Mean for Me?
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.

Participant Corner: Back to School for Retirement Plans
Let’s check if you’re preparing for retirement and review the following items we’ve listed below.

Participant Corner: Save Early, Aim for Your Goal
Contributing to your employer’s retirement plan as soon as you’re eligible is crucial to meeting your retirement goals.

Participant Corner: Are You Sabotaging Your Retirement?
Saving for retirement can be intimidating, but it doesn’t have to be.

Participant Corner: Online Security Tips from The DOL
You can reduce the risk of fraud and loss to your retirement account by following these basic rules.

Participant Corner: What is an HSA and is it Right for You?
Health savings accounts (HSAs) have grown tremendously in popularity over the past few years.

Participant Corner: Three Tax Tips for Retirement
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.

Participant Corner: Tax Saver's Credit Reminder
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.

Participant Corner: Don't Skip the Match
Earn your full savings potential by hitting the full match plus more.

Participant Corner: Financial Wellness 101
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.

Participant Corner: The 10% Savings Goal
Most people need to save more — often a lot more — to build a nest egg that can meet their needs.

Participant Corner: Retirement Plan Basics
Ten Things to Know about Your Employer’s Retirement Plan
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Participant Corner: Budgeting for Retirement
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.

Participant Corner: 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.
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Participant Corner:
Retirement Plan Check-Up
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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Participant Corner:
Good Health is the Best Wealth
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.
Click below to read the full report.