Broker Check

Participant Corner

Participant Corner: Strategies for maximizing Workplace retirement benefits

Participant Corner: Strategies for maximizing Workplace retirement benefits

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial security.

participant corner: Navigating Retirement's new horizon

participant corner: Navigating Retirement's new horizon

As we embrace the dawn of a new year, contemplating the departure of a loved one may not be the most festive topic, yet it's an essential consideration for any forward-thinking planner.

Participant Corner: Financial Frost Checkup

Participant Corner: Financial Frost Checkup

As the winter season blankets our surroundings, it's the perfect time to conduct a comprehensive review of your financial situation.

Participant Corner: Gobbling Up Good Financial Habits

Participant Corner: Gobbling Up Good Financial Habits

Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later result in financial stress.

Participant Corner: Stress Testing Your Retirement Nest Egg

Participant Corner: Stress Testing Your Retirement Nest Egg

You've been diligent—saving, monitoring retirement accounts, consulting your advisor. But are you prepared for life's uncertainties?

Participant Corner: Are You Over The Age Of 50?

Participant Corner: Are You Over The Age Of 50?

If you turn age 50 anytime in the calendar year, you are eligible to contribute an additional $7,500 into your plan as a catch-up contribution. This is in addition to the $22,500 annual limit.

Participant Corner: Risk-Proofing Your Future

Participant Corner: Risk-Proofing Your Future

Are you prepared for a secure financial future? Discover some key aspects of a comprehensive risk management strategy.

Participant Corner: Build a Bright Retirement Future

Participant Corner: Build a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success.

Participant Corner: How Much is Enough?

Participant Corner: How Much is Enough?

There are many formulas for figuring out how much money you need to retire. 

Participant Corner: The Advantage of Starting Early

Participant Corner: The Advantage of Starting Early

The amount of your total nest egg is exponentially influenced by the duration of time it has to compound. In other words, the earlier you start saving, the better, by leaps and bounds.

Participant Corner: Need a Tax Break?

Participant Corner: Need a Tax Break?

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

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

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

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

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?

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

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

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: Back To School!

Participant Corner: Back To School!

Pop Quiz: Have you done your homework on retirement?

Participant Corner: Summer Homework Assignments

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

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!

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

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

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

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

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

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

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?

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

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

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?

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

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?

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

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.