SpokesKids

You have dedicated yourself to ensuring that our kids have a future. Have you thought about your own?

We want you to have a happy retirement with no financial worries. You need a simple plan and an easy way to save. Follow these steps:

Take a look at the videos to learn more about saving
Use the financial calculator to find out how much you need for retirement
Check out the "Get Started Now" area to enroll

Find out how much you need to retire in nine easy questions.

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CALCULATE AGAIN?

HOW OLD ARE YOU?

WHAT IS YOUR CURRENT ANNUAL INCOME?

HOW MUCH HAVE YOU SAVED FOR RETIREMENT?

WHAT IS YOUR EXPECTED INFLATION? (ex. 3%)

AT WHAT AGE WOULD YOU LIKE TO RETIRE?

HOW MANY YEARS WOULD YOU LIKE TO PLAN FOR RETIREMENT INCOME?

How much of your income would you like replaced at retirement? (ex. 75%) Be sure to consider any pension you may receive.

WHAT IS YOUR EXPECTED PRE-RETIREMENT INVESTMENT RETURN? (ex. 8%)

WHAT IS YOUR EXPECTED POST-RETIREMENT INVESTMENT RETURN? (ex. 8%)

WOULD YOU LIKE TO INCLUDE SOCIAL SECURITY BENEFITS?

Yes No

ARE YOU MARRIED?

Yes No

The FAQ can be changed to be about 403(b), 457 or both. Below we will list all your 403(b) and/or 457 investment providers (we can add as many as you need). Employees will be able to click to enroll if the provider has an online enrollment website. If they do not have online enrollment, we will list their phone number and address.

Your Investment Provider
Ms. Investment Provider
555 Nowhere Drive
City, State 55555
www.yourinvestmentprovider.com
555-555-5555
555-555-5555
sjlkjd@investmentprovider.com

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