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This training is specifically for HR professionals for the purpose of assisting your employees with the following topics:
• 457(b) & 401(k)
• PST Eligibility
• Transfer of Lump Sum Separation Pay
• Various Tools & Resources
Discover the advantages of transferring your unused accumulated leave and other cashable leave credits into your Savings Plus account(s). This webinar explains how to maximize the benefits of Lump Sum Separation Pay and 457 Traditional Catch-Up.
By the end of this webinar you will:
Learn how to transfer Lump Sum into your Savings Plus account(s) pre-tax
Find out how to use Lump Sum with Catch-Up
See if you are eligible to double your Catch-Up contribution for up to three years in the 457 Plan
In this class you'll learn what you need to know about the state employee's 401(k) and 457 Plans.
By the end of this workshop you will:
Understand how a 401(k) or 457 fits into your retirement plan
Learn the difference between 401(k) and 457 Plans
Find out the difference between pre-tax and Roth savings
Enroll in the plan of your choice
Now that retirement is right over the horizon, you will want to know all the benefits of Savings Plus that apply to you. We will discuss maximizing your Savings Plus deferrals in your last few years of employment, withdrawing your funds after retirement, and why you should keep your funds with Savings Plus after you retire.
Learn how to maximize deferrals in your final years of employment
Discover the tax consequences of making withdrawals in retirement
Find out why transferring out to an IRA might nullify many of the benefits of the state 401(k) and 457 Plans
Understand the different strategies of investing after retirement
Discover the advantages of budgeting, eliminating debt, saving for emergencies and investing to achieve and maintain a brighter financial future.
Take the steps to create a budget
Find out how to tackle debt
Learn how to save for the future
Turn your debt payments into retirement contributions.
In this workshop you will learn the different investment options available to you through Savings Plus.
By the end of this workshop you will :
Find out how to evaluate your own time horizon and risk tolerance
Understand the difference between stocks, bonds, and short term investments
Learn about the different approaches to investing in Savings Plus
Your choice on when to file for Social Security could increase your annual benefit by as much as 76%. That is why it is the choice of a lifetime. Learn key filing rules and strategies so you can make the choice that fits with your overall retirement income plan.
Whether you are new to creating a budget or have been budgeting for a while, this webinar has tools and tips to help you. Learn the importance of tracking expenses, understand the difference between needs and wants, ways to cut spending, and how to plan for future expenses. If you want to save for your dream vacation or your perfect retirement, this is the workshop for you!
By the end of this workshop you will learn:
Tips to keep your budget on track and fit your changing needs
Step-by-step on how to create a working monthly budget
How to create an action plan to save for your long-term
How to set SMART financial goals
You will not need to share any personal details during the webinar.
Budgeting is an essential step towards creating financial freedom. This workshop is considered the next step in budgeting after Finance 101. It goes beyond talking about budgeting basics and asks you to accurately estimate your income and expenditures so that you can set realistic financial goals. This workshop provides worksheets and asks you to create your own debt management plan to reference during the workshop.
Evaluate your budget
Examine the snowball method to tackle debt
Learn the difference between fixed and revolving debt
Understand your FICO score
You will use the worksheets from Finance 101, but we will also send them one week prior to the webinar. You will not need to share any personal details during the webinar.
Please fill in the following fields to complete your registration. All fields are required.