401(k) Workshops

All workshops include a PowerPoint presentation, group interaction, and special sections and resources to help reinforce the learning process. Also, each concept is clearly illustrated in a chart or graph format to ease the learning process.

 

"Reinventing Retirement" Workshop

Geared for those individuals who are currently saving in their retirement plan but at a low contribution percentage. During this workshop, participants discover the common challenges and misconceptions related to saving for retirement. It also reinforces the need to take full advantage of their retirement plan. This workshop is available in Spanish, and a non-401(k) version is also available.

View the Reinventing Retirement Workbook pdf

View the Spanish Reinventing Retirement Workbook pdf

 

Learning topics include:

•  Retirement income gap -- how much you need in savings for a comfortable retirement and how much you need to contribute to your retirement plan to meet your savings goal

•  Savings ideas-- track your cash by creating a spending journal to find ways to cut your expenses so you can save more for retirement

•  Social Security -- how much Social Security may contribute and how much more will be needed to live comfortably in retirement

•  Retirement at age 67 -- early retirement penalty and delayed retirement bonus

•  Benefits of saving in your retirement plan -- automatic deductions, pre-tax savings, tax-deferred compounding and portability

•  Understanding inflation

•  Diversification and why it is so important

•  Time -- the earlier you begin saving, the more money you may potentially have at retirement

•  Increasing your contribution percentage -- impact on your long-term savings plan

•  PowerPoint presentation helps educate your participants

•  For simplicity, speed, and economy, we offer a full-spectrum of participant communications that are ready for shipment.

 

View the Reinventing Retirement Powerpoint pdf