Below you will find links to informative web sites,
web based tools, and articles to help you become
more familiar with the pension process and the many avenues
for managing your retirement. You will also have to opportunity
to become more informed about the relevant current events
in the pension industry and how they affect you.
Web Site
Article
Tool
Vanguard Investor Questionnaire
This interactive tool helps you determine your target asset mixâthe specific combination of stocks, bonds, and cash that fits your goals. By answering a few questions about your risk tolerance and timeline, the tool suggests a portfolio strategy designed to help you stay on track.
The Fidelity Retirement Score Tool
This powerful calculator allows you to enter your current financial information to see how prepared you are for the future. The interactive charts update instantly as you adjust variables like retirement age and savings rates, allowing you to model different scenarios and see the long-term impact on your retirement lifestyle.
The Department of Labor (DOL) Retirement Excellence Portal
An official resource from the U.S. government designed for small business owners. Includes advisors and checklists to help understand fiduciary responsibilities and compare plan options like SEPs and 401(k)s.
IRS Tax Information for Retirement Plans
The definitive source for contribution limits, tax-credit eligibility, and compliance updates. Stay informed about the latest IRS regulations and annual cost-of-living adjustments.
