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Deferred Compensation Plan

Communication Retirement Optimization

Employee communication promoting the deferred compensation plan

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Additional Resources

Recording Resources

Live Q&A Recording: April 2025

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Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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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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