Great News! You Are Now Able to Designate and Review Your Beneficiaries Online!

When was the last time you checked the beneficiary information on your retirement account? Have you married, divorced, or had children? Under certain circumstances, your marriage or divorce will automatically revoke prior beneficiary designations. Your loved ones are important – and when you are no longer there to care for them, make sure that your retirement savings are kept...

Continue reading →

Do You Have Multiple Retirement Accounts?

Does this sound familiar? You’ve changed jobs a few times, and still have money in your former employers’ retirement plans. So what do you do? You can’t contribute to those plans anymore because you don’t work there, but you should keep an eye on your accounts. If you are an existing ABA Retirement Funds Program (the “Program”) participant, it might be...

Continue reading →

The Tools You Need For Retirement and Financial Planning

You are responsible for your financial security in retirement. It’s up to you to decide how much you need to save and what level of planning is required to meet your unique needs. Some people take a very hands-on approach. Others are more comfortable letting professionals take care of their accounts. The ABA Retirement Funds Program (the “Program”) offers a...

Continue reading →

Imagine Your Best Retirement: How Much is Enough?

What will you be doing day-to-day when retirement comes? Do you remember when you were sixteen? If you were like me you couldn’t wait to be twenty-one…and it always seemed so far away. Now that we are working adults, retirement, like waiting for adulthood, may seem far off into the future, but looking back we may see it came all...

Continue reading →

Can You Make Your Money Last Throughout Retirement? Needs Versus Wants!

Ah, retirement! No more commuting, dry cleaning or deadlines. The 9-5 grind is over and you’re free to write your own life script. Sounds like fun, except that for many retirees, there is a nagging worry: running out of money. That’s the top financial concern of retirees according to the American Institute of CPAs (AICPA). It’s driven largely by rising...

Continue reading →