Educational Resources
Retirement Planning Tips for Plan Sponsors and Participants
For Plan Sponsors
Why a 403(b) Retirement Plan May Be the Best Option for Your Organization
Are you an employer of a school, university, church, camp, rescue mission, hospital, or a 501(c)(3) charitable organization? If you answered yes, then you may want to consider a 403(b)retirement plan. Here’s why.
Housing Allowance: A Big Tax Break for Ministers
Are you a minister? Then you may be eligible for a big tax break. Find out more about the Housing Allowance and if you qualify.
For Plan Participants
Practical Tips for Retirement Saving at All Life Stages
We’ve broken retirement planning strategies into three life stages (beginning, midway, and near retirement). However, before we get into these categories, it’s important to discuss the “heart” behind retirement.
Top Conversations You and Your Spouse Should Be Having Before Retirement
Discussing your future retirement with your spouse is critical if you want a happy, healthy retirement. Unfortunately, this topic can create tension. Here’s how to have a healthy retirement conversation with your spouse.
5 Practical Tips to Boost
Your Retirement Savings
Will you have enough saved for retirement? Here are 5 strategies you can start implementing now to ensure you’re on track to retirement comfortably.
More Resources
6 red flags to be aware of when working with retirement plan providers
Are you starting to question the validity of your retirement plan provider…or some of the ones you’ve recently talked to?
Sign up for our 6-part email series to learn about plan provider gimmicks and ploys you should look out for.