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Business as usual, but we’re moving our updates elsewhere. For news, insights, and updates, follow @401kFiduAdviser.
Thank you for staying connected!
The stock market is down nearly 10%. Your investments might be looking rough & if you’re feeling stressed, you’re not alone. But here’s the truth: a 10% drop is normal, your retirement isn’t ruined & making emotional decisions now could be a big mistake: https://t.co/YVttFXE8Jz
Not all financial advice is good advice. Some money myths could be hurting your employees' financial wellness. Here’s what actually works: https://t.co/OraOMEb0Gm #401kEducation#RetirementWellness
It's America Saves Week! Small changes in your plan design can make a big impact. How are you encouraging your employees to save for the future? #AmericaSavesWeek#RetirementWellness#401kPlans
A morning coffee here, a lunch out there, a few subscriptions in the background… look, we want you to enjoy your life! But, many of these small costs can add-up. With more people heading back to the office, these “minimal” expenses are creeping back in: https://t.co/dSmaxs0gwC
Money is one of the biggest stressors in relationships but it doesn’t have to be. Ask yourself:
• Do we agree on saving & spending?
• Have we discussed financial goals?
• Are we honest about money habits?
https://t.co/fJboCptIS7
#FinancialWellness#MoneyAndRelationships
Fiduciary mistakes can be costly. Would your plan stand up to scrutiny? Join ERISA expert Fred Reish & Alex Assaley for a deep dive into SECURE 2.0, fiduciary risks, and liability protection in 2025.
📅 March 4 | 1 PM EST
Register: https://t.co/FkIXX8KGps #ERISA#FiduciaryRisk
Everyone has an opinion on money, but not all advice is good advice. Kim and I break down some of the worst financial tips we’ve ever heard (and what you should do instead): https://t.co/F59y1uIhut
#MoneyHacks#SmartMoneyMoves#FinancialFreedom
We captured the best of the year in one video. Give it a watch and see what made this year unforgettable: https://t.co/e51WsK2WI8
Here’s to an even bigger 2025!
#TeamHighlights#YearInReview#GrowthAndGratitude
Changes are coming in 2025! Employees aged 60-63 will benefit from higher contribution limits & enhanced catch-ups to boost retirement savings. Empower your team with this resource to help them make the most of these updates.
Have you checked your benefits package recently? 🎃👻 With Halloween here, let's ensure it's all treats, no tricks! From solid retirement plans to top-notch financial wellness, these perks can make a real impact. 🍬💼
Which benefit do you value most?
October is more than just costumes and candy—it's also Cybersecurity Awareness Month! Want to know how to keep hackers from haunting your financial accounts? Watch the latest episode of Money Hacks to find out!
🔗 https://t.co/QFGMDPnGcH
#Cybersecurity#MoneyHacks
Retail therapy can lead to overspending. How can employers help employees manage financial well-being? https://t.co/8sc17rsPzn
#FinancialWellness#EmployeeSupport#HRTips
The Federal Reserve’s first rate cut in years could impact your employees’ financial goals: https://t.co/APZkbIXhEj
#InterestRates#EmployeeWellness#HRTips
The Fed just dropped interest rates—so, should you buy a house now?
Short answer: It depends. Don’t just follow the hype; follow your budget: https://t.co/lfBCTNKl0A
#InterestRates#RateCut#HomeBuying@moneynav
Recently, market volatility has been a wild ride— but the key isn’t to time the market but to stick with a plan that matches your age, goals & risk tolerance: https://t.co/nHV4QDXXs9
#MoneyHacks#Investing#Inflation@moneynav
Ready to save on taxes and prepare for future medical expenses? Check out this video on Health Savings Accounts! Learn about triple tax advantages, eligibility, investing, and using HSA funds for healthcare expenses: https://t.co/OgAsxItzyW
#HSA#HealthSavingsAccount
Excited to announce our upcoming webinar on Aug 22 with David and Alex! Discover innovative alternatives to traditional 457(b) and 457(f) plans for tax-exempt organizations. Sign up now!
https://t.co/PnhqMtb2cO
#HRWebinar#NonProfitLeadership#EmployeeBenefits
Are you concerned about the increasing cost of education? Discover how 529 Plans can help you save smartly for your education expenses. Check out our new @moneynav video for all the key details: https://t.co/rnC6LSGepb
#529Plans#EducationFund#SmartSavings