Participant Memo October 2021: What is a Roth?

October’s Participant Memo discusses what a Roth is and what is means for you 10… Read More

Participant Memo September 2021: Back to School for Retirement Plans

September’s Participant Memo discusses checking on your plans for your retirement. 09 September 2021 Participant… Read More

Participant Memo August 2021: Saving Early: Aim for your goals

August’s Participant Memo discusses saving early to aim for your goals. 08 August 2021 Participant… Read More

Participant Memo July 2021: Saving for Retirement

July 6, 2021

July’s Participant Memo discusses saving for retirement 07 July 2021 Participant Memo.… Read More

Womenology: Financial Wellness Resources

Financial Wellness resources (pdf)… Read More

Womenology: Women & Investing Handout

Women & Investing (pdf)… Read More

How to Utilize Technology Tools to Boost Financial Wellness

Stress is likely the largest contributor of health issues and loss of productivity at the… Read More

Podcast Q&A: How to Utilize Technology Tools to Boost Financial Wellness

June 1, 2021

Holly Knight, Director of Retirement Outcomes at Sapers & Wallack answers  questions about our June… Read More

Participant Memo April 2021: Three Tax Tips

April’s Participant Memo gives you three tax tips that can help as you approach or… Read More

Retirement Times March 2021

The March issue of Retirement Times provides information about Investment Refresh, Excessive Fee Litigation and… Read More