Start Workout
Keeping your finances in shape is key to reaching your goals. For a fun workout, take the quiz to test your knowledge and complete action steps designed to boost your savings, fine-tune your financial plan, increase your investment know-how, and more.
Financial Fitness Challenge
April 2025
Copyright © 2025 MissionSquare Retirement Privacy Policy Important Legal Information Overview of Disaster Recovery and Business Continuity Plans Form CRS
Copyright ® MissionSquare 2025
Privacy Policy
Important Legal Information
Overview of Disaster Recovery and Business Continuity Plans
Form CRS
D) 45 Years Old
B) 25 Years Old
A) As Early as Possible
What age is best to start saving for your retirement?
Warm Up
Quiz Question 1
Next question
Prep for success! Saving enough and consistently for your future is key to reaching your goals. Log in to your account and consider increasing your contributions today. Remember, even small increases can make a difference over time.
The answer is A) As Early as Possible.
C) 35 Years Old
Start Over
Quiz Question 2
D) 80/10/10 Rule
C) 70/10/20 Rule
B) 60/20/20 Rule
A) 50/30/20 Rule
Which of the following is a common budgeting rule for allocating your income to needs/wants/savings?
Stretch Out
Work out the kinks! Some experts recommend allocating 50% of your income toward needs, like housing; 30% toward wants; and 20% toward savings goals, like retirement. Is this model right for you? Visit the Financial Wellness Center for help with topics like budgeting, investing, estate planning, and more. To access, log in to your account and select View Accounts then Learn in the top right corner of your screen.
The answer is A) 50/30/20 Rule.
D) All of the Above
C) Tai Chi
B) Yoga
A) Pilates
Which of the following activities can help you improve balance and overall fitness?
Seek Balance
Quiz Question 3
Find your zen! Activities like Pilates, yoga, and tai chi can all help improve your balance, coordination, and physical strength. Something else to balance? Your investment risk tolerance. Periodically log in to your account and review your investment portfolio to make sure your allocations align with your goals.
The answer is D) All of the Above.
C) Financial Planning Webinars
B) Access to a CERTIFIED FINANCIAL PLANNER® Professional
A) Meetings With Your Retirement Plans Specialist
What benefits are included in your MissionSquare Retirement 457(b) plan?
Strengthen Your Knowledge
Quiz Question 4
Flex your plan benefits! Log in to your account to make use of the Financial Planning Services available to you, including financial planning webinars. Webinars cover a range of topics, from paying off and preventing debt to understanding Medicare and making the most of your Social Security benefit. In addition, you can always log in to your account to schedule an appointment with your Retirement Plans Specialist for one-on-one assistance and support.
D) None of the Above
C) Regularly Reviewing Your Finances
B) Listening to Your Favorite Song
A) Going for a Walk
Which action can help you save and invest more for your future?
Keep Up Your Pace
Quiz Question 5
Find your groove! Use the Am I On Track? tool to set up your retirement goals and gauge whether you’re on track to achieve them. Make adjustments to see how saving more might impact your overall plan. To get started, log in to your account and select View Accounts.
The answer is C) Regularly Reviewing Your Finances.
C) Reward Yourself
B) Track Your Progress
A) Set Reminders
What are some ways you can turn a behavior into a habit?
Stay Focused
Quiz Question 6
Complete Workout
Keep your eyes on the prize! You now have the knowledge and tools to help you achieve your financial goals. Next step, stay focused! Read the RealizeRetirement® newsletter to help you stay motivated. Get up to speed on financial tips, tools, and resources to support you along your financial journey.
Congratulations on completing the challenge and taking an active step toward your goals. You’re on your way to becoming more financially fit! Keep going! Log in to your account and schedule an appointment with your Retirement Plans Specialist, who can help you plan your next move.
Workout Completed!
