A key concern across all generations is having a retirement savings that will allow them to retire comfortably. This becomes even more important as we live longer. Encourage your employees build, grow and protect their retirement savings to be FIT… Financially Independent for Tomorrow.
Manage Your Plan
Why Does Vendor Choice Matter to Your Employees?
How to use resources on this site:
- Having a benefit fair? Include these resources in your invitation email.
- Distribute during all-employee meetings.
- Place handouts in your employees’ mailboxes, the kitchen or employee lounges.
- Share to your employee-only website and social media groups.
Contact your local Agent or a National Life Group Relationship Manager to meet with your employees or present to a group!
When you spread the word, you ensure your plan stays in compliance with IRS Universal Availability requirements!
403(b) Myths & Realities
Update in Progress
Contact your local Financial Professional or a National Life Group Relationship Manager to meet with your employees or present to a group!
- Buying an annuity within a tax-deferred retirement plan doesn’t offer extra tax benefits. If considering an annuity within a retirement plan, base your purchase decision on the annuity’s other features and benefits, as well as its risks and costs, not its tax benefits. Indexed annuities do not directly participate in any stock or equity investments. National Life Group and its agents are neither affiliated with nor endorsed by any state retirement plan, school system or government agency.
How Can We Help?
To be contacted by a National Life Relationship Manager or local Agent, complete this brief inquiry.
