Archives: Learning Center
Understanding Required Minimum Distributions
For information on understanding required minimum distributions, read this PDF. Download
How to ‘Save Like A Girl’ – Closing the retirement savings gap
Despite the many roadblocks and challenges, women are poised to be good savers. In this webinar we will define what it means to “save like a girl” by understanding the challenges women face when it comes to earning, saving and investing, and we will discuss the solutions to improving financial outcomes.
Sponsor Web Tutorial
Sponsor Web is the Program’s online suite of administrative tools: Plan Access, Payroll/Administration and Reporting. We’ll walk you through the unique aspects of each tool and provide you with the information you need to apply for Sponsor Web access, if you haven’t already done so.
Find out what makes savers tick
Generally speaking, it doesn’t require much convincing to have someone agree that saving for retirement is a smart thing to do. And yet, browse through any article about saving for retirement or listen in on discussions taking place in Washington, D.C., today and you’ll likely hear questions like these: Why do nearly 3 in 4 … Continued
NEW! Compliance Testing Webinar
Want to learn more about compliance testing as it pertains to your retirement plan? We explain it all in order to prepare you for the upcoming testing season for calendar-year plans.
UPDATED! Form 5500
We explain what a Form 5500 is, how to obtain your filing credentials from the Department of Labor and then go over filing the Form.
Doing Something Is Always Better Than Doing Nothing
April 11, 2018 “I don’t have enough money to save for anything! I can barely keep my bills paid now!” “Being frugal is just too much work!” “There’s no way I can ever possibly save that much for retirement! Why bother?” If you visit virtually any message board or open comment thread or Facebook thread … Continued
Advisory Services
Learn more about how to access and use Online Advice or work one-on-one with an Investment Advisor Representative through the Professional Management service.
Planning on retiring in the next 10 to 15 years? Now’s the time to make every move count.
Be sure to read 5 Steps to Get Retirement Ready. Retirement goal setting; Establishing a drawdown strategy for your retirement assets; Ensuring your health and wellness and preparing for the unexpected; Estate planning; and Envisioning your retirement lifestyle.