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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

Recording Resources

Healthcare & Retirement: What You Need to Know

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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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Video intro image graphic about Foundational Retirement Savings. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Foundational Retirement Savings

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