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A Retirement Checklist for When to Retire

Posted by GuidedChoice on Jun 20, 2019 4:57:30 PM

When you are near retiring, you need to get your finances in order. This means setting a budget, applying for federal programs, and understanding retirement funds. Here is a handy retirement checklist so you don't miss anything and know when you can retire.

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Topics: when to retire, retirement checklist

Everything you need to know about 401(k) withdrawal penalties

Posted by GuidedChoice on Jun 20, 2019 4:56:44 PM

A 401(k) plan is designed to provide people with a form of retirement income. Ideally, you routinely add money to your account and leave it untouched until retirement arrives. Unfortunately, life doesn't always work as planned. Sometimes events happen that require you to take an early withdrawal.

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Topics: 401k withdrawal penalties

Have Plan Sponsors Done Enough to Ensure Success for Retired Participants?

Posted by GuidedChoice on May 20, 2019 11:12:50 AM

There’s excitement in the air when a participant closes their office door for the last time and embarks on retirement. A smile, maybe a wave goodbye, and then it’s time for new adventures.

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