Financial Wellness Center

 

What is the Roth 401(k) five-year rule?
What is the Roth 401(k) five-year rule?
Nov 18, 2022 11:58:00 AM

Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin r...

Choosing Between Retirement Plan Contribution Types
Choosing Between Retirement Plan Contribution Types
Nov 18, 2022 11:54:00 AM

If your employer-sponsored 401(k) or 403(b) plan offers pre-tax, Roth, and/or non-Roth after-tax contributions, which sh...

How Does a Retirement Plan Work?
How Does a Retirement Plan Work?
Nov 18, 2022 8:25:00 AM

Employer-sponsored retirement savings plans, such as 401(k), 403(b), and 457 plans, present an ideal opportunity to buil...

2023 IRS Retirement Contribution Limits
2023 IRS Retirement Contribution Limits
Oct 21, 2022 1:51:12 PM

The IRS has announced cost of living adjustments changing dollar limitations for retirement-related items for the tax ye...

Maintaining Your Financial Records
Maintaining Your Financial Records
Oct 18, 2022 12:52:00 PM

An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility...

Cybersecurity Tips for Your Retirement Account
Cybersecurity Tips for Your Retirement Account
Oct 12, 2022 8:32:00 AM

The Employee Benefits Security Administration (EBSA) of the Department of Labor published the following guidance for emp...

Retirement Account Rollovers
Retirement Account Rollovers
Oct 4, 2022 8:00:00 AM

A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for ...

Recently Changed Jobs? Know Your 401(k) Options
Recently Changed Jobs? Know Your 401(k) Options
Oct 3, 2022 1:52:00 PM

If you are changing jobs, or you’ve lost your job, you may be wondering what to do with your 401(k) plan account. It’s i...

5 Things to Look at When Reviewing Your Retirement Plan
5 Things to Look at When Reviewing Your Retirement Plan
Oct 3, 2022 1:15:00 PM

Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point i...

Retirement Savings in a Volatile Market
Retirement Savings in a Volatile Market
Sep 26, 2022 11:41:00 AM

If you worry about your retirement investments during market downturns, you're not alone. Unfortunately, emotions are of...