Coming in September...Changes to the Program Investment Menu

In September 2018, the ABA Retirement Funds Program’s (the “Program”) investment fiduciary and trustee, Mercer Trust Company (“Mercer”), will be making changes to the existing investment menu offered under the Program. Specifically, some Funds will be removed and new Funds will be added.  For more detailed information, please review the communication that has been recently mailed to participants or, to hear a summary of the changes, register to attend an upcoming webinar.

By the Numbers

Why Financial Wellness Matters

Financial wellness is the healthy balance between living for today while preparing for tomorrow. It is having control over your current finances and being confident in making financial decisions. Financial stress undermines financial wellness.*

* PWC Employee Finance Wellness Survey, 2018

Live Webcast on August 1st! Investment Menu Changes are Coming in September 2018!

Details on investment menu changes will be presented by the ABA Retirement Funds Program team, including Mercer, the investment fiduciary. Join the live webcasts on August 1, 2018 at 10am, 12pm, 3pm, 7pm ET. Register today! If you are unable to attend, the webinar will be available by August 8th on the Program’s website.


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