by 
Sara Bashiri
You’ve probably heard the term 401k from your employer. But what exactly is a 401k? A 401k plan is an employer-sponsored profit-sharing plan named after section 401k of the US Internal Revenue Code. Employees can take cash payments in the form of a retirement plan if they so elect. The percentage taken out is your […]
by Sara Bashiri
Our founder and chairman at Financial Fitness Group, Joe Saari, was a panelist at the SPARK Forum along with our partner group Corporate Insight. At this conference, Joe went in depth reflecting on his expertise on retirement solutions and reflected about how the COVID-19 pandemic affected the financial wellbeing of many. Along with the presentation, […]
by Sara Bashiri
We are both excited and honored to announce that our very own founder and board member, Joe Saari, will be speaking at the annual SPARK Forum 2021. The SPARK Forum is highly touted as a leading advocacy organization in the retirement plan industry. This annual leading conference is a unique opportunity, and free to attend […]
by 
Sara Turnley
MADISON, Wis. – CUNA Mutual Retirement Solutions announced Financial Fitness, a new online program offered to all retirement plan participants. The interactive program goes beyond simple education by featuring a financial fitness assessment and score, personalized curriculum based upon needs and preferences, game mechanics, and one-on-one support from an internal team of retirement consultants. It is […]
by Sara Turnley
Take a minute to close your eyes and envision what retirement looks like to you. For most, the ideal “retired life” includes traveling around the world, free time to check off bucket list items, no work and no worries. Financial planning is the main reason most people can’t make this dream a reality. Truth is, […]
by Sara Turnley
You’ve heard it many times – how crucial it is to save for the future and set up financing for retirement. Contributing money to a retirement account is one of the most productive uses of your income. Many individuals are even contributing to more than one type of retirement account. From IRAs to Health Savings, […]
by Sara Turnley
The importance of planning and saving for retirement is mentioned over and over again. Your retirement savings goals should be the main portion of your overall financial plan. How are you going to prepare for the retired life you want to live? Contributing to a retirement account, like an IRA, is one of the best […]
by Sara Turnley
When thinking about the “retired life,” chances are you’re envisioning golden years filled with leisure, fun, and comfort. Unfortunately, this isn’t the reality for most people because of the financial difficulties or lack of understanding around the shift of responsibility from employer to individual for retirement contributions. This doesn’t have to be the case for […]
Retirement planning is often an afterthought for business owners. There are uncertainties considering its futuristic state. Entrepreneurs commonly ask, will I even live to see retirement? Will I enjoy enough success from my business that I can afford not to fund it separately? Aren’t my immediate expenses more of a priority anyway? These deterrents cause […]
Even the most basic of employee benefits are confusing sometimes. It’s up to employers to help employees understand their benefit options.
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