National Retirement Security Month
October 2023
During National Retirement Security Month, focus on smart decisions to keep your impulse spending down and your retirement savings up. Explore actions you can start, stop, and continue to help get you there.
I’m not saving yet.
Focus on saving over impulse spending. Consider making contributions directly from your paycheck to your employer's retirement plan.
Know Why Saving Matters
Start
Stop
Get the Myth Busters
Meet With a Professional
Continue
Don’t fall for common retirement myths. Learn the facts about how and when to start saving and strategies to help you invest your savings.
Get help from our financial professionals. Reach out to your MissionSquare Retirement Plan Specialist who can help you better understand your retirement plan and how it may help you meet your retirement goals.
Stop
Continue
I’m not saving yet.
Sign Up for a Webinar
Use all your retirement plan benefits. Your plan offers financial planning webinars on topics like investing and tax planning — all led by MissionSquare CERTIFIED FINANCIAL PLANNER™ professionals.
Continue
Think Twice
Borrowing from your retirement savings is risky. Understand the impact taking loans from your retirement plan can have on your future.
Stop
See the Difference
Increase your retirement savings. Consider boosting the amount you’re already contributing through your employer’s plan. Even small increases can make an impact over time.
Start
Meet With an Expert
Connect with a financial professional. Get guidance from your MissionSquare Retirement Plans Specialist, who can walk you through important next steps before you retire.
Continue
Plan for the Costs
Don’t delay planning for one of retirement’s biggest expenses. Assess your health care costs in retirement, including the role Medicare will play and how you’ll cover this big-ticket item.
Stop
Get the Guide
Know the answers to these common retirement questions. You’ll need to make different decisions as you prepare to retire. Our 10-Question Retiree Guide can help you create a plan for the retirement you want.
Start
Schedule a Meeting
Get guidance throughout your retirement. Make sure to meet with your MissionSquare Retirement Plans Specialist for one-on-one assistance — at no additional cost.
Continue
Consider Your Options
Look at the pros and cons of when to start taking Social Security. When you begin collecting benefits will greatly impact how much you receive. The earlier you start, the less you get.
Stop
Calculate My RMDs
Don’t forget Required Minimum Distributions. Plan ahead and estimate your future RMDs, so you know when and how much you’ll need to withdraw in the coming years.
Start
I’m already saving.
I’m close to retiring.
I’m retired.
Start
What best describes you?
Start today! Use these three tips to make saving a priority.
I’m already saving.
Keep it going! Build up your savings.
I’m close to retiring.
You got this! Get ready for retirement with these three steps.
I’m retired.
Congrats! Help make your income last throughout retirement with these three tips.
