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Start the school year out right

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Laura KampsThe start of a new school year is a good time to take a look at your retirement account. You may want to:

  • Complete a new Salary Reduction Agreement (SRA) to increase your contribution.
  • Review beneficiaries. If you’ve experienced any life events (marriage, divorce, birth of a child, death of a family member, etc.), it’s time to update your beneficiaries. Beneficiaries named on your retirement account supersede your will.
  • Update your address, review your portfolio, and change your investment allocation.

Have questions or need help? Give us a call at 1-800-279-4030.

Laura Kamps, RIS Specialist