facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Retirement Basics

Welcome to your digital 401(k) enrollment session.

You’ve decided to participate in your company’s 401(k) – congratulations! That’s the first step to building a retirement you can look forward to. Whether you’ve funded your own account, participated in a former employers’ retirement plan, or if this is all new to you – we got you covered!

This course is a mix of brief videos and to-the-point articles and should take you about from 20-45 minutes to complete. The enrollment session is separated into 3 major topics followed by a tutorial video on how to fill out your enrollment booklet. We encourage you to review all the content, but you can skip to the enrollment video if you’re already familiar with the other content.

Enrollment Outline

Retirement Basics - for those who want to learn about or refresh their knowledge of how a retirement plan works. Includes:

  • types of plans and their advantages/disadvantages
  • tips on how to maximize your retirement
  • why investing now is more important than you think.

Investing Concepts and Terminology – an overview of key terms and concepts that you willneed to be comfortable with when deciding how to invest your 401(k) contributions.

Building your investment profile – factors to consider when deciding how to invest, the two methods of investing, and determining your risk tolerance.

Enrollment Video – a step-by-step guide that you can follow along with as you fill out your enrollment booklet.

Retirement Basics

We strongly encourage you to revisit some of these investment basics that will help you better understand your retirement plan and investing concepts. Let’s jump right in.

Investing Concepts & Terminology

One of the barriers that people face when it comes to investing is the myriad of terms, concepts, and never-ending options to choose from - It can be overwhelming. We’re here to make things simple.

Building your investment profile

Now it’s time to decide how you’ll invest. x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

How to enroll video