Recruit, Retain, Retire – Reframing Financial Wellness
So much of the financial wellness conversation to date has focused on the potential health care cost mitigation of adopting organizations. A more effective angle, however, may come in the form of the company’s increased ability to recruit, retain, and allow a happier workforce to retire on time. Wellness Programs Aim to Keep Employees and  Read More →
The Power of 1% More [Video]
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In this short video, Prudential explains how impactful saving as little as 1% more of your annual income can be for your retirement.   Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC, Summit Group of Virginia LLP, and Prudential are not affiliated. Additional products and services may be available through  Read More →
What is Roth 401(k)? Is it Right for Me?
Roth 401(k) Basics Elective deferral contributions to a traditional 401(k) plan are contributed on a pre-tax basis and help lower your current taxable income. Roth elective deferral contributions, however, are much like a Roth IRA in that contributions are made on an after-tax basis. Money in the Roth account and any earnings will be distributed  Read More →

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