Wondering who is who?

Check out the infographic below.

Looking for even more info?

The Department of Labor Employee Benefits Security Administration also has some helpful publications, in case you want to learn more, such as:

  • Saving Matters – This interactive website breaks down the value of saving by stage of life & career with helpful tips & links to other useful publications
  • New Employee Savings Tips – Time Is On Your Side – Highlights the power of getting started earlier, rather than later, as well as helpful strategies to start now
  • Retirement Toolkit – Developed by the Department of Labor, the Social Security Administration and the Centers for Medicare & Medicaid Services, this resource-rich toolkit includes a list of publications and interactive tools to help in your planning, plus information on who to contact with specific questions
  • Top 10 Ways to Prepare for Retirement – Financial security in retirement takes planning, commitment, and money. Learn some tips on how to get headed in the right direction
  • Women and Retirement Savings – Everyone benefits from saving for retirement; but women tend to live a little bit longer & have more career interruptions. This publication highlights strategies to increase participation in retirement planning
  • Saving Fitness Worksheets – a collection of online worksheets that can help you evaluate & manage your financial life, as well as come up with some action plans
  • Savings Fitness: A Guide to Your Money and Your Financial Future – This publication helps get you on the road to financial fitness & success
  • Taking The Mystery Out Of Retirement Planning – A booklet to help you get familiar with retirement issues at different stages of life, as well as worksheets to help you estimate how much money you may need when you retire. Online versions of these worksheets are also available.
  • What You Should Know About Your Retirement Plan– A detailed publication about the nuts & bolts of different types of retirement plans

En Español

  • Su Dinero y Futuro Económico: Una Guía para Ahorrar – Le ayudará a informarse sobre cómo funciona un plan de jubilación y sobre la necesidad de construir un nido de ahorros para lograr sus objetivos de jubilación. Necesitas ahorrar e invertir. Es de vital importancia que todos comiencen a planificar la jubilación y se adhieran a su plan.
  • Cómo Resolver el Misterio de la Planificación de su Jubilación -“Cómo resolver el misterio de la planifcación de su jubilación” le ofrece un método sencillo de averiguar más o menos cuánto dinero necesitará para cuando se jubile. Simplemente léalo para familiarizarse con los conceptos sobre la jubilación. Las hojas de trabajo que encontrará en el folleto le ofrecerán un cálculo aproximado. Considérelas un punto de partida.
  • Lo Que Usted Debe Saber…Sobre su Plan de Jubilación – El plan de ahorros para la jubilación patrocinado por su empleador es un aspecto fundamental de la seguridad económica de su futuro. Este folleto le ayuda a entender su plan, explica qué información debe revisar regularmente y adonde debe acudir si necesita respuesta a sus preguntas.

Glossary of Financial Terms

Nasdaq has put together a comprehensive list of stock market vocabulary

Sources for Content

Welcome

What is a 401(k)

How Does it All Work? The Mechanics of your 401(k)

  • J.P. Morgan Retirement Insights. Guide to Retirement. 2021 Edition. J.P. Morgan Asset Management

Resources Infographic

As always, feel free to reach out if you have questions about your 401(k) plan!

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