Retirement Education

CUSTOMIZE YOUR RETIREMENT STRATEGY
CUSTOMIZE YOUR RETIREMENT STRATEGY GuideMe is a guidance tool made available to participants through their MyPlanConnection account. This tool allows pa...
Mon, May 22, 2023 at 11:44 AM
Your Plan and Full Fee Disclosure
I just received my statement, and I can’t believe the fees I’m being charged! My last 401(k) plan was free. What’s going on? WE'RE GLAD YOU ASKED! I...
Sun, Mar 3, 2019 at 12:12 PM
401(k) Retirement Plans
With a basic understanding of the features of a 401(k) retirement plan and how they work, you’ll be much better prepared to make the most of this important ...
Fri, Aug 16, 2024 at 2:49 PM
Who's Your Beneficiary?
You should review your beneficiary designations at least annually and after any major life event.  Your retirement account is about you and it’s for you - ...
Thu, Jun 22, 2023 at 12:09 PM
Is Your Retirement Portfolio Diversified?
Maintaining a diversified portfolio is an essential component of good financial planning. Diversification means choosing investments with varying degree...
Sun, Mar 3, 2019 at 11:48 AM
What Should I Do in a Volatile Market?
Don’t Let Emotions Determine your Retirement! With all the media hype and the market volatility it’s human nature to let your emotions make your investment...
Mon, Mar 2, 2020 at 11:33 AM
What are Target Date Funds?
Target date funds provide a diversified portfolio with an asset allocation based on a person's targeted retirement date.  If the targeted retirement dat...
Tue, Jul 9, 2019 at 9:56 AM
How to Pick a Target Date Fund
If you are considering a Target Date Fund, it's important to pick the right one!  Watch the video below to learn which target date fund is right for you...
Tue, Jul 9, 2019 at 10:03 AM
Understanding Investment Types
Choose the right mutual funds for your retirement investing needs. Your retirement plan provides a wide variety of different investment options. Among t...
Thu, Jun 22, 2023 at 12:11 PM
Understanding Bonds
Bonds have a reputation as being a conservative investment. But that doesn’t mean that bonds are always safe. If you are following the basic principles ...
Thu, Jun 22, 2023 at 12:09 PM