Women Need To Plan Differently

July 23, 2021 | posted in: Blog, Employee Education | by

Women tend to live longer than men, so they need as much retirement income as possible. Whether you’re 30 or 60, here’s what you need to know; read more from Susan B. Garland.

Forget Something?

July 21, 2021 | posted in: Blog, Employee Education | by

If you’ve struggled to keep tabs on your old 401(k)s, you’re not alone.  A new study finds Americans have left more than $1 trillion sitting in old 401(k)s.  Read more from Ana Lucia Murillo.

10 Retirement Planning Mistakes People Make at 50

May 13, 2021 | posted in: Blog, Employee Education | by

As Patrica Amend writes, “Reaching age 50 is a milestone that most of us celebrate.  After acknowledging this momentous birthday, Austin Frye, a certified financial planner (CFP) at the Frye Financial Center in Aventura, Florida, invites prospective clients to a financial review. With those who have done little budgeting or saving, he’s direct. “You have one last chance to put yourself on course to achieve a successful retirement,” Frye tells them. “It’s time to talk about saving more, spending less or both.”  Some folks listen, but others don’t.  Following are 10 errors that Frye and other financial planners see 50-year-olds make that may, indeed, have serious consequences down the road.”  Read more.

Tough Times For Retirement Savings Goals

January 26, 2021 | posted in: Blog, Employee Education | by

If it’s feeling especially challenging to stick to your retirement savings goals, you’re not alone.  Read more from Sharon Epperson.

The SECURE Act and Your Retirement

January 10, 2020 | posted in: Blog, Employee Education | by

You may have heard about the SECURE Act, but do you know about these 6 ways it might affect your retirement?  Learn more here.

Think Virtual Reality Is Just For Kids?

November 12, 2019 | posted in: Blog, Employee Education, Plan Sponsor Corner | by

Not so fast…some companies are using it to help plan retirement!  VR and online visual aids are giving workers a better idea of how much they need to save; read more about how.