Help your employees plan for retirement
We at USI Consulting Group (USICG) have a robust library of retirement and investment resources to help educate and assist retirement plan participants in managing their retirement accounts and setting a plan to reach their post-work life goals.
If employees can’t tackle their short-term goals, they won’t be able to start thinking about retirement.
- Be smart about working remotely
- Changing your job
- Shrinking debt
- Budget by any other name
- Carrying a mortgage into retirement
- Tax breaks for elder care
- Qualified domestic relations order for separation/divorce
- Holiday budget
- End of year checklist
- *New* - Fund Your Retirement or Your Child's College Education
- *New* - Uncle Sam's Education Tax Breaks
- *New* - What Your Last Tax Return Can Tell You About Your Finances
- *New* - Helping to Care For Aging Parents
- *New* - How Young Adults Can Establish Credit
Key considerations when retiring to ensure financial security through the years ahead.
Saving and Investing
When it comes to saving for retirement, time can be one of your greatest allies. Learn about the importance of saving, and how to build a personal investment strategy based on your time horizon and risk tolerance.
Understanding the investment options in your retirement plan may seem confusing, but it doesn’t have to be. Learn about stocks, bonds and cash equivalents and the risks associated with these types of investments.
Investing for Women
Women face unique barriers when it comes to money. Some challenges include the gender pay gap and the demands of childcare. Learn about the myths and facts related to women and investing today, and why it is so important for women to have a retirement savings plan in place.
Staying focused on your retirement goals in a volatile market can be challenging. Learn the basic strategies used to help protect your assets during volatile times in the market.
Your retirement plan may offer investment flexibility that allow you to contribute multiple ways into your account. Learn the differences between pre-tax savings and Roth after-tax savings, and who should consider the Roth savings option.
Planning for retirement is not only about what you put into your account, but also about when you take money out. Learn about the pros and cons from taking a loan from your retirement plan account, and the questions you should consider before taking a loan.
Leverage these resources to help your employees understand the importance of preparing for retirement and ensure they are participating in their employer-sponsored retirement plan and saving for their future!