These 5 Mistakes Could Cost You!

August 25, 2020 | posted in: Blog, Employee Education | by

If you’re already using a 401(k) for retirement savings, that’s great. Make sure you’re not making any of these mistakes which could have a significant impact over the life of your 401(k) and on your retirement!

Tips To Maximize Your Social Security Benefits

July 28, 2020 | posted in: Blog, Employee Education | by

Claiming Social Security to suit your specific needs can be confusing and mistakes can be costly; by taking the time to claim your benefits the right way for you, it maximizes the money you get from Social Security.  Read about seven things you should consider before you retire from Christy Bieber.

What should you do with your 401(k)? Don’t panic!

March 9, 2020 | posted in: Blog, Employee Education | by

The news has been unsettling, and the markets have been volatile.  But if you’re a long-term investor, what should you do with a 401(k), IRA or 529 savings plan for your kids’ college tuition?  Stay the course.  Read more about why from Paul R. La Monica here.

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.

Thinking About Relocating To Trim Retirement Expenses?

November 18, 2019 | posted in: Blog, Employee Education | by

Some folks nearing retirement think about relocating to trim expenses; here are some “hidden” costs to consider as you weigh your options.

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.