Retirement Plan Statements – A Better Understanding
Financial Protection
Recording
Has a retirement plan statement ever shocked or bewildered you? This video will shed light on key sections of the statement. It will also give you tips for how to persevere when you open that envelope or click on that link to view your statement following a market downturn.
Additional Resources
Loans, Hardships, And Distributions
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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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