Recent Articles For Retirement Education

Do your participants know about the saver's tax credit?

The Saver's Tax Credit is designed to help low to moderate income earners who make contributions to employer-sponsored retirement plans or IRAs. OneAmerica has a datasheet you can share with your participants to help educate them about this benefit.

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Why Your Employees Should Calculate Their Retirement Income

Share our Retirement Income Calculator with your participants.

According to our research, less than half of retirement plan participants have taken the time to calculate their retirement need.

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Seven ways to make the most of your retirement plan

By now, your participants know your retirement plan offering gives them a significant advantage in preparing for their retirement. But, how they manage that benefit is up to them.

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Budget worksheet for participants nearing retirement

Participants who are nearing retirement tend to think about retirement differently than participants who are new to the workforce. One concern many pre-retirees have is whether or not their monthly income will be enough to supplement the retirement lifestyle they envision for themselves.

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