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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 Intentional Living model and get signed up for some great prizes while boosting your retirement account!you're moving towards the "tomorrow" of your dreams! Want some tips from the pros - go the extra mile and listen to a principal webinar. What are you waiting for? Jump in to Here's how you can start the process and begin earning points towards our drawings.prize drawings.
This contest closes 7/3028/20 1121 11:59 PM Eastern time. Winners will be announced via email on July 31st30th! |
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How close are your monthly contributions to Reliant's 5% match? Reliant will match dollar-for-dollar up to 5% of your monthly salary (including parsonage). Here is a quick example: John Smith has an annual salary of $45,000 as a campus minister. He makes $3,750 per month, so his 5% match each month would be $187.50. Calculate your 5% match and compare that 5% amount to what you're contributing to 401(k). If you're contributing under 5%, consider increasing your contribution to maximize your match. |
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How on track are you for retirement? On the Planning Resources tab, under Retirement Wellness Planner enter your current information to calculate your Retirement Wellness Score. If this score is in the Red or Yellow, take a little time to prayerfully and thoughtfully consider what steps you may be able to take over the next few months/years to increase that score. Principal's Retirement Wellness Planner is a great resource to assist you in this planning. |
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Have more than one retirement account or IRA? Check out how to rollover funds into your Principal account on the Rollovers tab. |
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Pick one (or more) of the Topics below to read about or watch a short video by our 401(K) broker Michael Clark.
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Learn from the best - ask a Professional "Guide"
Receive one entry per completed step in the drawing to win the grand prize America the Beautiful National Parks and Federal Recreational Lands Pass (1 Domestic Reliant employee winner will be selected.)
*International Missionaries - In lieu of the America the Beautiful National Parks and Federal Recreational Lands Pass Reliant will provide an alternate Grand Prize and will reimburse one lucky International missionary up to $50 towards the purchase of an annual/seasonal/or other frequency pass to a national park (or equivalent outdoors area) in your country of service, for you to enjoy.
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Need some information on retirement and financial planning for the future? Check out one of the informational articles under the Planning Resources - Education Hub section. |
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Need someone to talk things through? Consider setting up a 20-minute Zoom call with Michael Clark, our Retirement Plan Advisor with Keiron. Email Michael's assistant Katrina.hopkins@raymondjames.com to set-up a time. Consultations are free and included with our 401(k) plan - watch this short video for more information of what to expect. |