Category: Employee Memos

Employee Memos

Planning Financial Futures

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re…

Employee Memos

The Importance of Naming a Beneficiary

Do you know what will happen to your retirement savings if you were to pass away? Here are some things…

Employee Memos

New Year, New Savings!

The impact of saving just a few pennies extra for every dollar you earn can result in thousands of dollars…

Employee Memos

Tax Saver’s Credit Reminder

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your…

Employee Memos

How Much Do You Know About Your Retirement Plan?

Retirement Plan Facts Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the…

Employee Memos

The 10% Savings Goal

Most people need to save more — often a lot more — to build a nest egg that can meet…

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…