Knowledge Center

Educational Videos


Our retirement plan portal provides excellent capabilities for plan participants. However, users who are less familiar with the system may have questions. We’ve created short and simple, step-by-step instructional videos that help participants easily understand each of the transactional choices within the portal. Click any video topic below to watch and learn.

How Much Do You Need to Save?

Pre-tax vs Roth

The 1% Challenge

Designate a Beneficiary

Investment Allocation

Is Investing in the Stock Market like Gambling?

Compounding is Key

Dealing with Debt

Dollar Cost Averaging

Pay Yourself First

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