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, view our webcast on the summary of the changes.

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


View our Webcast Detailing the Investment Menu Changes Coming in September 2018!

Details on investment menu changes are presented by the ABA Retirement Funds Program team, including Mercer, the investment fiduciary. View the webcast here.

CURRENT ARTICLES

How You Can Help Your ‘Baby Boomer’ Employees Prepare for Retirement
Five steps Baby Boomer employees can take to increase retirement readiness....

Continue reading →

Help Your Employees Gain Confidence and Control Over Their Finances
Financial wellness may be good for both employees and employers. ...

Continue reading →

Form 5500 – New Security Change
Form 5500 filing deadline for calendar year plans is July 31...

Continue reading →

A Benefit for Your 1099 Contractors
Learn how the Program is here to support these valuable contributors who may no longer be eligible for your firm’s retirement plan....

Continue reading →

CALENDAR REMINDERS

Archives