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Retirement Planning Resources

E-Disclosure

Communication Financial Protection

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

Additional Resources

Text and graphics describing GameStop saga and retirement plans including explanation of short selling.

Communication Financial Planning & Advice

Speculating Vs. Retirement Investing

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Announcement graphic with dollar bills and text : 401(k) match is now paid every pay period.

Communication Financial Wellness

Match Change (Eng & Span)

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Video intro image graphic about Roth or Pretax Savings. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Pretax-Roth

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