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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 Investing Strategies. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Investing Strategies

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Recording Resources

Know Your Numbers: Understanding Your Retirement Plan Statement

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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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