Guide to Your 403(b) Plan

workshop info hereProviding employees the opportunity to assess their needs, review their investment options and make the most of their 403(b) plan will give employees the power to change their future. As with any employer benefit, understanding the 403(b) benefit and 403(b) participation are the keys to successful retirement planning. This workshop is designed to help employees get the most out of their 403(b) plan.

Who should attend this workshop?

This workshop is appropriate for newly hired and mid-career employees needing a refresher course on their employer's benefits. This workshop is also helpful in training Human Resource personnel so they will have an educational tool available to them that will enable a more productive orientation with new employees.

What does this workshop cover?

  • Making the most of a 403(b) plan
  • Reviewing investment options
  • Diversification principles
  • Advantages of a 403(b) plan
  • Contribution limits
  • Withdrawal options

How will this workshop help your employees?

As with any educational process, participants are encouraged to embrace the information and act upon what was learned. A higher articipation in the 403(b) plan often occurs because employees feel a sense of security in understanding how their benefits work for them along with the understanding that retirement planning begins with their employer's plan(s)

Workshop Specifics:

This workshop is offered in a half-day format. This program is often customized to fit into one of the following comprehensive programs: The Complete Financial Management Workshop, Taking Control - A Financial Management Workshop for Women, and Passport to Retirement. Workshop cost will vary based on the length of the program, customization requests, and whether priced per session or per participant.

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