Category: Employee Memos

Employee Memos

Ten Things to Know about Your Employer’s Retirement Plan

1. What it is? Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement….

Employee Memos

Budgeting for Retirement

There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but…

Employee Memos

Getting Your Ducks In A Row

Employee Memos

Tax Saver’s Credit: You Could Get Paid to Save for Retirement

Many Americans are not aware that they may be eligible for the Tax Saver’s Credit! Your employees may be able…

Employee Memos

3 Tips to Tackle Debt and Help Brighten Your Financial Future

Most people have debt, and as an employer and plan sponsor it’s helpful to provide resources that encourage your employees…

Employee Memos

7 Simple Steps to Organize Your Financial Life

Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always…

Employee Memos

The stages of financial wellness for participants

[1] PwC, “Special Report: Financial stress and the bottom line,” September 2017.

Employee Memos

The Power of 1% –Participant Guide

Participants needs guidance when it comes to preparing for retirement, and they often look to their employers, HR department, and…

Employee Memos

Communication Corner: Retirement 101

  Part V: Retirement 101 All approach retirement, some sooner than others. To enjoy your retirement years and not be…

Employee Memos

Communication Corner: Buying a Home

  Part IV: Buying a Home Purchasing a home is a big decision. There are many factors to consider. Most…

Employee Memos

Communication Corner: Saving for College

Financial Wellness Series We are excited to present a seven-part series on financial wellness that will cover several financial struggles…

Employee Memos

Are You Reducing Your Debt?

We are excited to present a seven-part series on financial wellness that will cover several financial struggles Americans are facing and ways to overcome them.