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Pretax-Roth

Recording Retirement Optimization

Participant communication on pretax and Roth contributions stressing the importance to save more now

Additional Resources

Video intro image graphic about Budgeting Basics. Video presented by Greg Klein of Hays Financial Group

Financial Wellness Recording

Budgeting Basics

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Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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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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