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Resource Guide Your workplace savings plan Here's a unique chance to take charge of your financial future Your workplace savings plan provides plenty of opportunities to build for your most important

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How to fill out your workplace savings plan

How to fill out your workplace savings plan:

01

Start by reviewing the details of your workplace savings plan. This includes understanding the contribution limits, investment options, and any employer matching contributions.

02

Determine how much you can contribute to your workplace savings plan. Take into account your financial goals and budget to decide on an amount that you can comfortably afford to contribute each month.

03

Complete any required paperwork or online forms to enroll in the workplace savings plan. Provide accurate and up-to-date personal information, such as your name, address, and social security number.

04

Select your investment options. Your workplace savings plan may offer a range of investment options, such as mutual funds or target-date funds. Consider your risk tolerance and long-term goals when choosing your investments.

05

Decide on the contribution method. You can typically contribute to your workplace savings plan through payroll deductions. Determine the percentage or amount you want to contribute from each paycheck, keeping in mind any contribution matches offered by your employer.

06

Set up automatic contributions if available. Many workplace savings plans offer the option to automate your contributions, making it easier to stay consistent with your savings goals.

07

Monitor your workplace savings plan regularly. Review your account statements, investment performance, and contribution amounts to ensure you're on track to meet your retirement goals. Consider making adjustments to your contributions or investment allocations if necessary.

Who needs your workplace savings plan?

01

Employees who want to save for retirement: A workplace savings plan is an excellent tool for individuals who want to save for their retirement. By contributing regularly to the plan, employees can build a nest egg to support their future financial needs.

02

Individuals looking for tax advantages: Workplace savings plans often come with tax advantages. Contributions made to these plans are typically tax-deductible, reducing the individual's taxable income. Additionally, the investment growth is tax-deferred until the funds are withdrawn in retirement.

03

Those seeking employer matching contributions: Many employers offer matching contributions to their employees' workplace savings plans. This means that for every dollar an employee contributes, the employer will match a certain percentage. This is essentially free money and can significantly boost the employee's retirement savings.

04

Individuals who prefer automated savings: Workplace savings plans make it easy to automate your savings. With contributions deducted directly from your paycheck, you can consistently save without having to remember to make manual deposits.

05

Employees looking for investment options: Workplace savings plans offer a variety of investment options, allowing employees to choose investments that align with their risk tolerance and investment goals. This provides individuals with the opportunity to grow their savings over time.

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