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Learn how to prevent elder financial exploitation using the Money Smart for Older Adults – Prevent Financial Exploitation curriculum. Produced in partnership with the FDIC. More information...
Audience: Individual
Tags: Fraud, Scam, Elderly, Exploitation
Date: 3/25/2014
This publication helps you manage your money so you can afford today’s needs while funding tomorrow’s goals. This publication shows how saving for retirement can be part of your overall financial plan. Worksheets will help workers at any stage of their career manage their financial life, More information...
Audience: Individual
Type of Resource: Website
Tags: longevity risk, retirement risk, tax-deferred retirement account, ERISA, mid-career, new entrants, new job, college seniors
Date: 8/9/2013
A SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA plan offers advantages to small businesses with 100 or fewer employees and provides a simplified way to contribute toward retirement. This publication highlights the advantages of a SIMPLE IRA plan and how to set up and More information...
Audience: Individual
Type of Resource: Brochure
Tags: SIMPLE-IRA, ERISA, tax qualification, small business, contributions, fiduciary, trustee
Date: 8/9/2013
Many workers don't realize how important it is to get an early start on saving for retirement. This Department of Labor Employee Benefits Security Administration video provides information for workers about the importance of saving for retirement and how to get started. The video also has links to More information...
Audience: Individual
Type of Resource: Video Website
Tags: longevity risk, retirement risk, tax-deferred retirement account, ERISA, mid-career, new entrants, new job, college seniors
Date: 8/9/2013
Many workers aren't aware of the laws that protect their health benefits. This Department of Labor Employee Benefits Security Administration video provides information for workers about their health care rights. The video also has links to additional information to help workers take full More information...
Audience: Individual
Type of Resource: Video Website
Date: 8/9/2013
In consultation with the U.S. Department of the Treasury and President Bush's Advisory Council on Financial Literacy, the FINRA Investor Education Foundation commissioned the first national study of the financial capability of American adults in 2009. The overarching research objectives of the More information...
Audience: Individual Researcher
Type of Resource: Website
Date: 5/29/2013
Target date funds are often available through 401(k) plans. Some 401(k) plans use these funds as the default investment for plan participants who have not selected their investments under the plan. Both before and after investing in a target date fund, consider carefully whether the fund is right More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/22/2013
This special edition of the FDIC Consumer News is a guide for seniors and their families, topics include information pertaining entirely to seniors’ issues such as retirement strategies; how to avoid fraud; and annuity investing. Readers will find practical suggestions and reliable information More information...
Audience: Individual Teacher
Type of Resource: Website
Date: 3/28/2012
This site is specifically for employees of the Federal government. You can use this on-linen calculator to determine the face value, premiums and how to carry your coverage into retirement. More information...
Audience: Individual
Type of Resource: Calculator Tools Website
Date: 3/28/2012
This website provides a chart that lists for each birth year the full retirement age and the amount by which the benefit is reduced if taken at age 62 rather than at the full retirement age. The chart also includes examples based on an estimated monthly benefit of $1000 at full retirement age. More information...
Audience: Individual
Type of Resource: Calculator Website
Date: 3/28/2012