October 21-27 is National Save for Retirement Week!
National Save for Retirement Week is intended to raise public awareness about the importance of saving for retirement. We’ve rounded up a few resources for you to review and distribute to your employees to help them learn more about saving for their future:
Small Change, Big Impact
The industry recommended retirement savings rate is about 11-15% of compensation, but getting there can be difficult. Our “Small Changes, Big Impact!” flyer breaks down that 11-15% goal by offering tips to help employees save and showing how various savings scenarios may impact take home pay and retirement outcome.
Struggling to Save?
Personal finance concerns, such as debt, budgeting, or managing expenditures can get in the way of saving for retirement. Our videos on 3 Tips to Save More and prioritizing retirement planning and debt management can help!
Health Savings Accounts
Your Rx for Retirement! If you currently have a Health Savings Account (HSA), this account can help your employees save for healthcare expenses in retirement! Please share our flyers on using an HSA for retirement purposes (Top 5 Reasons to Use an HSA or A Perfect Pair: HSAs & Your Retirement) with your employees, which may be helpful as they make healthcare decisions during open enrollment season. We’ve also done a video on this topic.
For questions about this material, please reach out to a member of the Assurance Financial Services team.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Assurance Financial Services, Ltd. and Assurance Agency, Ltd. are not affiliated with Kestra IS or Kestra AS. Assurance Financial Services, Ltd is a wholly owned subsidiary of Assurance Agency, Ltd.
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