Articles Under the Tag: Retirement

General

A plan to save for rising healthcare costs

2 minute read

August 29, 2023

Follow these steps to help ensure you’re prepared to cover your healthcare costs and avoid financial stress.

General

How to plan for healthcare costs in retirement

5 minute read

July 25, 2023

It’s important to include all potential medical costs in your retirement plan so you have the financial support you need.

Reimbursement Accounts

HSAs and 401(k)s: Why Gen Z and millennials need both

3 minute read

July 05, 2023

Gen Z and millennials may assume their 401(k) is enough, but that might not be realistic. Why? Inflation. Another way to invest is by using an HSA.

General

Retirement Planning 101

4 minute read

June 20, 2023

Learning about and exploring different retirement planning options to see which fits you best are necessary steps when creating your plan.

Compliance Updates

The SECURE Act 2.0: What’s changing?

3 minute read

May 24, 2023

SECURE 2.0 brings significant changes to the retirement system. Here are a few that will be important for employers to know.

General

Keeping your benefits when leaving your job

3 minute read

May 09, 2023

When it comes to your benefits, it's important to review your coverage and compare plans before leaving your job.

General

Why you should consider special pay retirement plans

4 minute read

March 14, 2023

A special pay plan is another way of handling special forms of compensation, other than regular salary or wages that your employees earn.

Benefits Strategy

Financial wellness isn't only about preparing for retirement

2 minute read

February 28, 2023

Consider these five questions when thinking about your employees' overall picture of financial wellness.

Compliance Updates

2023 adjustments to 401(k) and defined contribution plans

2 minute read

November 07, 2022

The Internal Revenue Service (IRS) has just announced 2023 adjustments for 401(k) and similar defined contribution plans.

General

Tips for Retiring Early

3 minute read

October 11, 2022

Do you wish to retire well before the age of 65? Here are a few methods that may help you achieve your retirement and investing goals.

General

What does inflation mean for your retirement income?

4 minute read

August 16, 2022

Inflation impacts all income, including social security, pensions and 401(k) accounts. Educate yourself on options to customize your retirement plan.

General

The importance of investing in your 401(k)

4 minute read

June 21, 2022

It's important to understand the benefits of a 401(k) and how it can positively affect your future, and your overall financial well-being.

American Fidelity Assurance Company
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