Celebrate National Financial Literacy Month
April 2010
Join the International Foundation of Employee Benefit Plans and ISCEBS in celebrating National Financial Literacy Month, April 2010. Take time to review your own retirement savings plan, and encourage your plan participants to take action as well.
National Financial Literacy Month
President Barack Obama has proclaimed April 2010 National Financial Literacy Month. Now is the time to reassess the recession’s impact on retirement savings and reformulate a plan. Encourage your participants to do more than “set it and forget it.” Use these resources to help participants engage in their retirement security. For tips, ideas, calculators and more, visit the organizations below.
Savings Information Resources
The resources below offer great starting points for a savings plan.
Retirement Planning Resources
Savings Resources
Retirement Planning and Savings Resources
Retirement Planning and Savings Calculators
Canadian Resources
Other Financial Literacy Resources
Understanding financial terms and implications and exactly how much money is needed to comfortably retire is the first step toward retirement security. Below are a number of resources to help.
Early Retirement Seminars 101: Smart Tips for Spotting Retirement Scams
Before jumping the gun and retiring too early, take some time to plan for a successful and financially secure retirement. This brochure will help you avoid being misled by flawed or even fraudulent retirement pitches, particularly those that dangle the prospect of early retirement with little or no reduction in income compared to your working years.
Easy-to-read, the brochure describes real-life examples of fraudulent early retirement pitches, provides tips on how to recognize and avoid these sorts of pitches and tells you where to turn for help. Download or print as many copies as you need – it’s provided free, courtesy of FINRA.
Help Your Employees Achieve Their Retirement Dream: Tips for Spotting Retirement Scams
Your company offers retirement benefits to help your employees lay the groundwork for financial independence when they leave the workplace. There is one more thing you can do for those employees nearing retirement—help ensure they do not fall prey to early retirement scams that may wipe out years of savings and company benefits.
If your company hosts seminars or other meetings to educate your employees about retirement planning or permits third-party providers to conduct seminars for your employees, this brochure is for you. This brochure outlines a four-step process you can undertake to protect employees against potential scams. Do your due diligence – this brochure will help!