Behavior of Retirement Savers

In this presentation, we take a look at:
• the brain and motivation
• different behaviors that influence our decisions, and
• what we can do as investors to foster positive behaviors helping us achieve retirement saving success.

IT’S A NEW YEAR, TURN A FRESH FINANCIAL PAGE

The start of a new year is a time when many of us reassess our finances and look to make improvements. This presentation will walk you through that process and give you tips to think about with your retirement savings.

We discuss:
• prioritization
• making small impactful changes
• new IRS limits
• financial documents you might want to get in order this year

INFLATION EFFECTS ON RETIREMENT SAVINGS

In this presentation you will learn about:

• Inflation – What is it?

• How inflation impacts investments and preparing for retirement

• What you can or should do about counteracting the effects of inflation

RETIREMENT PREPAREDNESS

This video covers what you need to ensure you are prepared for retirement:

— Distribution options
— Tax implications
— Social Security
— Making your savings last

RETIREMENT: GREATEST HITS

Want to hear about some of the most popular topics that come up in retirement plan meetings? Then watch this video on Retirement: Greatest Hits. We cover how much you need to retire, Roth savings, taking distributions from your account, and more!

LIFE INSURANCE & YOUR RETIREMENT

Life insurance a key part of your financial plan. It provides you security while you build savings, pay down debt, and accumulate wealth. In this video we explain different types of life insurance, how life insurance ties into retirement planning, and how much coverage you might need to consider having.

REDUCING YOUR FIDUCIARY LIABILITY

Plan Sponsors Only – This webinar is eligible for 1 hour of SHRM and/or HRCI CE. The presentation utilizes case litigation to review the resulting best practices so fiduciaries and plan sponsors can be better prepared to implement sound due diligence and governance processes to help insulate their plans against litigation or audit.

BUILDING A SOCIAL SECURITY BRIDGE

This recorded presentation discusses options for turning retirement savings into retirement income. We compare these options to a Social Security bridge – using savings first to suspend Social Security to a more advanced age and higher benefit.

INVESTING STRATEGIES

Learn about simple and powerful actions that you can take with your investments, such as: • Proper diversification • Simple investing tips • Easy-to-use investment options • Avoiding typical investing pitfalls