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Is it a Privilege?

Is it a Responsibility?

Is it happening in your life and financial situation?

This year we're using a martial arts theme, asking people to progress from various belt levels of activities to get to a black belt status in financial planning. To simplify how many staged this will be we have 6 levels:

  • White belt
  • Yellow belt
  • Orange belt
  • Green belt
  • Blue belt
  • Brown belt 
  • Black belt

Insert image - https://www.istockphoto.com/photo/colored-belts-gm140401990-2920313?utm_source=unsplash&utm_medium=affiliate&utm_campaign=srp_photos_top&utm_content=https%3A%2F%2Funsplash.com%2Fs%2Fphotos%2Fwhite-belt-karate&utm_term=white%20belt%20karate%3A%3A%3A

Drawing & Prize Info

Fill out this Google Form saying which belt(s) you've completed for this activity and we'll enter you in the drawing for Crubl cookies - either delivered to you or a a gift card (alternatiove prizes are available based on location and/or allergy restrictions). For ever belt you pass you will earn more entries in our drawing.




White Belt

Sign Up 

A white belt is typically given out at the beginning of a person's martial arts journey. 

With Reliant's auto-enroll feature, many employees let those monthly payroll amounts go into their 401(k) account and they've

never taken the time to logged in at Principal.com and set-up their login information to check the accoun balance etc. 

  • If you've already taken this step - you can check this box. 
  • If you've never taken this first step - see Registering at Principal.com and begin your journey today!

Finished?  Congrats, you're a white belt!

Insert image - https://www.istockphoto.com/photo/white-belt-gm98726982-2671845?utm_source=unsplash&utm_medium=affiliate&utm_campaign=srp_photos_top&utm_content=https%3A%2F%2Funsplash.com%2Fs%2Fphotos%2Fwhite-belt-karate&utm_term=white%20belt%20karate%3A%3A%3A

                              insert image - https://www.istockphoto.com/photo/karate-uniform-gm154953490-16137543?utm_source=unsplash&utm_medium=affiliate&utm_campaign=srp_photos_top&utm_content=https%3A%2F%2Funsplash.com%2Fs%2Fphotos%2Fyellow-belt-karate&utm_term=yellow%20belt%20karate%3A%3A%3A



Yellow Belt

Account Balance 101

With the yellow belt, the student is expected to develop fundamental karate skills.

Knowing how much is in your 401(k) account as well as how much you're adding to the account every month are key components to financial planning.

  • Log-in to your Principal.com account, the account balance should be listed under Overview
  • Select Contributions > Contributions Summary from the menu at the top of the page - This will show you how much you're saving Pre-Tax and Roth from yuor paychecks.  The employer match is not listed in this box but under the "Contributions by date" box just below. It will be listed as "employer"

Finished?  Congrats, you're a yellow belt!



Orange Belt

Practice. Learn. Repeat.

A orange karate belt color is awarded to the student who starts to demonstrate progress in learning

more about their bodies as well as more about the fundimentals of karate.

  • Do you understand how Reliant's employer match works? Have you considered why investing with the 401(k) may be more advantageous than investing in an IRA, at least up to that matched amount? - Read this Solomon page and educate yourself on the 401(k) match - Employer Matching Contributions

Finished?  Congrats, you're an orange belt!

insert image - https://www.istockphoto.com/photo/orange-belt-gm885839000-246068065?utm_source=unsplash&utm_medium=affiliate&utm_campaign=srp_photos_top&utm_content=https%3A%2F%2Funsplash.com%2Fs%2Fphotos%2Forange-belt-karate&utm_term=orange%20belt%20karate%3A%3A%3A

                                               insert image - https://www.istockphoto.com/photo/tae-kwon-do-stance-gm640009744-115689955?utm_source=unsplash&utm_medium=affiliate&utm_campaign=srp_photos_top&utm_content=https%3A%2F%2Funsplash.com%2Fs%2Fphotos%2Fgreen-belt-karate&utm_term=green%20belt%20karate%3A%3A%3A




Green Belt

Moving to Intermediate

At the point a karte student begins to refine the basic skills they’ve learned so far, they advnace to intermediate status, and are awarded a grenn belt,

What steps do you need to take to create/sharpen your financial saving habits?


Blue Belt

Take time to evaluate how your plan is going (prior to this exercise).

What key indicators would indicate to you that your are being successful in your planning and saving?

Review those key indicators. 

As you circle back on this model in future check-up times, continue evaluate how your plan is going.

What tweaks are needed to be successful? 

insert image https://www.istockphoto.com/photo/practicing-karate-gm514513838-88139681?utm_source=unsplash&utm_medium=affiliate&utm_campaign=srp_photos_top&utm_content=https%3A%2F%2Funsplash.com%2Fs%2Fphotos%2Fblue-belt-karate&utm_term=blue%20belt%20karate%3A%3A%3A

insert image - https://www.istockphoto.com/photo/karate-belt-brown-gm96277720-11207045?utm_source=unsplash&utm_medium=affiliate&utm_campaign=srp_photos_top&utm_content=https%3A%2F%2Funsplash.com%2Fs%2Fphotos%2Fbrown-belt-karate&utm_term=brown%20belt%20karate%3A%3A%3A



Brown Belt

Black Belt

insert image - https://www.istockphoto.com/photo/up-close-of-a-martial-arts-black-belt-worn-on-ready-fighter-gm172404252-23455629?utm_source=unsplash&utm_medium=affiliate&utm_campaign=srp_photos_bottom&utm_content=https%3A%2F%2Funsplash.com%2Fs%2Fphotos%2Fblack-belt-karate&utm_term=black%20belt%20karate%3A%3A%3A


Drawing & Prize Info

Reliant will be tracking attendance at these seminars and one lucky participant will receive a gift basket (ok, really it will probably come in a brown box) valued at $50 from one of their favorite food establishments (details will be coordinated with Reliant Central directly with the winner). We encourage all Reliant employees to find a webinar that interests them and spend a little time investing in themselves by enhancing their Retirement Planning knowledge through these webinars.