Educational Resources
Retirement Planning Tips for Plan Sponsors and Participants
For Plan Sponsors
How Much Are Your Retirement Plan Fees Really Costing You?
Do you know how much your plan fees are costing you? As the plan sponsor, it’s your fiduciary responsibility to make informed decisions about your retirement plan.
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
Estimate How Much You’ll Need to Save for Retirement with These Easy-to-Follow Strategies
Saving for retirement is probably one of the biggest financial goals people will make in their lifetime. Yet, more and more people are woefully underprepared for those later years. In fact, a recent survey estimates that a whopping 64% of Americans are not prepared to retire.
5 Strategies to Help You Discover Your Purpose in Retirement
Putting money away for retirement is so much more than just being financially secure. When you discover your goals and dreams for retirement, saving actually becomes exciting and something you want to do, not just need to do.
Take Your Finances from Clutter to Clean
De-cluttering and organizing are necessary parts of life — especially if you want to eliminate stress and maximize productivity. So, what should you declutter? It could be anything from your home to your file drawers to yes, even your finances.
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.