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Retirement

An HSA Can Also Be Used to Save for Retirement

October 15, 2024 by admin

Health savings accounts (HSAs) were created as a savings vehicle to help people pay out-of-pocket medical expenses. If qualified, you can establish an HSA in much the same way you establish a traditional savings account or an individual retirement account. You can open one with a lump-sum payment or through regular contributions, usually through paycheck […]

Filed Under: Retirement

A Checklist for Plan Sponsors

June 4, 2024 by admin

A Checklist for Plan Sponsors

Once a retirement savings plan has been approved and is in place, it’s tempting to sit back and adopt an “I’m done,” hands-off attitude. However, to ensure that a plan will continue to operate effectively, employers should periodically review plan provisions and features. Here are some points to check. How the plan is presented. The more […]

Filed Under: Retirement

Your Plan Account Statement Can Reveal Valuable Information

November 6, 2023 by admin

Your Plan Account Statement Can Reveal Valuable Information

It’s smart to make a point of reviewing your retirement plan account statement in detail at least once a year. You’ll want to ensure that the information in your statement is accurate and assess whether you should make any changes in your contribution level or investments going forward. Ensure Personal Details Are Correct To start […]

Filed Under: Retirement

Switching Investments

November 2, 2022 by admin

Switching Investments

Your retirement plan gives you the flexibility to change your investment choices if you consider it appropriate to do so. When does it make sense to add or subtract from your holdings in one or more funds in your plan account? Here are some times when you might consider making a switch. When Your Retirement […]

Filed Under: Retirement

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