Pretax-Roth

Recording Retirement Optimization

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

Additional Resources

Image of a human eye with portions of circle around the eye to demonstrate focus around the iris and eye as an intro overlay to a video. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Visualize Retirement

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Recording Resources

Get Started Saving for Retirement

In this first video of a three-presentation series, we will cover: • Why save for retirement and how to get started with your workplace plan • How much you should contribute to your plan to make sure you're saving enough for your future • Accessing your money and the different options available to you • Basics of investing your savings — After this, we suggest watching "Foundational Investing" and "Roth & Pretax Savings, Which Is for Me?".

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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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