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Back to school is a perfect time to review your account

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Sue LukasNow that you've settled back into a new school year, it's a good time to take a look at your retirement account. You may want to:

  1. Complete a new Salary Reduction Agreement (SRA) to increase your 403(b) contribution.
  2. 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.
  3. Update your address, review your portfolio, and change your investment allocation.

Visit yourMONEY online to review your account or call us at 1-800-279-4030.

Sue Lukas, RIS Specialist