E-Disclosure
Communication
Financial Protection
Regulatory report on the final rule about electronic disclosure for retirement plans
Additional Resources
Live Q&A Recording: August 2025
- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?
Learn MoreLearn MorePay taxes on your 401(k) now or later—what’s better for you?
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Retiree Profiles: Lifestyles In Retirement
In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.
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