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Mid-year (July) Now is a great time to do a check-up on how you're doing with intentional planning for and saving for retirement. What are you doing well? What adjustments can you make? Use this Retirement Trail Guide Intentional Living model and get signed up for some great prizes while boosting your retirement account! What are you waiting for? Jump in to begin earning points towards our drawings.
This contest closes 7/30/20 11:59 PM Eastern time. Winners will be announced via email on July 31st! |
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Is your address up to date? Select the My Profile button from the top corner of your screen to view and change your address. |
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Is your beneficiary information up to date? Have you recently gotten married or had a baby? On the Overview Tab, under Beneficiary, review who you have listed as your beneficiary. Make changes as needed. |
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Review your contribution dollar amount. On the Contributions tab, under Manage Contributions, if you're able, consider updating/increasing your contribution rate. |
Review your balance.
On the main Overview page of your 401(k) account.
Note: The rate of return will show a loss for the year 2020, due to market fluctuations. We'll talk about how to view that balance and loss in light of the market's past performance in the next step.UI Steps | ||||||||
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