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E-Disclosure

Communication Financial Protection

Regulatory report on the final rule about electronic disclosure for retirement plans

Additional Resources

Video intro image graphic about Investing Strategies. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Investing Strategies

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Infographic from Hays Financial Group for Back to School for retirement plans in three steps: contribute to retirement plan, assign or update beneficiaries, and be aware of cybersecurity

Communication Financial Wellness

Back-To-School For Retirement Plans

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Text and graphic two step process for Hays Financial Group's clients to white label for describing steps to enroll and choose an amount to contribute to a 401(k) for their employees.

Communication Financial Wellness

Plan Highlights Basic Steps (Eng-Span)

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