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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

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 for Loans, Hardships, and Distributions. intro overlay to a video. Video presented by Greg Klein of Hays Financial Group

Financial Protection Recording

Loans, Hardships, And Distributions

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Screenshot image of Hays Financial Group's information about CARES Act Legislation Update

Communication Financial Protection

Cares Act Updates

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