BLOG: Employee Education: Pre-retirement Savings Guide
Smart strategies to optimize your retirement savings and prepare for what’s ahead
Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! The new Pre-retirement Savings Guide and on-demand video are here to help you make confident choices.
Watch the video and learn:
- Saving benchmarks to help you see if your savings are on track
- Social Security tips for making the most of your benefits
- Medicare breakdowns to help avoid surprises
- Smart strategies for boosting your savings
You can also download the corresponding worksheet to help you feel more prepared for your next chapter.
CTA: Download Pre-retirement Savings Guide
Benefits of Financial Education
- For employees: Better planning leads to less stress, more focus, and increased financial confidence.
- For employers: Financially-educated teams are happier, more engaged, and better prepared for the future. When employees are equipped to retire on time, organizations can reduce the rising costs associated with delayed retirement—such as higher healthcare expenses and slower workforce transitions.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.
Have a question?
Let's Talk.
Reach out today for a personalized conversation.
Fill out the form below and a member of our team will reach out to start the conversation. Whether you’re exploring planning options, have a specific concern, or just want expert insight—you’re in the right place.
More Insights & Ideas
From retirement strategies to market updates and planning tips, our blog is full of valuable content designed to help you make confident financial decisions. Keep reading and discover more ways to move your goals forward.
Is Your Retirement Plan Ready for Today’s Cybersecurity Threats?
Practical steps to help protect participants’ data and meet your fiduciary duties. As a retirement plan sponsor, you are juggling plenty of responsibilities. Investment oversight, fee monitoring, participant education… the list goes on. Now there’s another item on your priority list: cybersecurity. If you’re thinking “cybersecurity is an IT issue,”
Protecting Your Employees from Bad Financial Advice
Why human-led employee education still matters It’s wonderful to live in a time when answers are just a click away. You can easily find out how many inches are in a meter, get TV show recommendations, and find out where the next Olympic Games will happen. But when it comes
5 Advanced Tax Strategies for Employers
Elevating the value of your retirement plan Imagine this: It’s year-end and your CPA just reviewed your projected tax bill. Despite contributing to your 401(k), maximizing deductions, and running a profitable business, you’re still writing a sizable check to the IRS. You pause and think, there has to be a