Retirement

Time to review your retirement account

DATE | 01/10/19
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Did you review your retirement account when school started in the fall? If not, a brand new year can also be a good reminder to give your account an annual checkup.

You may want to:

  • Increase your 403(b) contributions by completing a new Salary Reduction Agreement (SRA).
  • Review and update your beneficiaries, especially if you’ve experienced any life events (marriage, divorce, birth of a child, death of a family member, etc.). It’s important to note that beneficiaries named on your retirement account supersede your will
  • Update your address, review your portfolio, and rebalance your investment allocation.

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