Participant Tools

Retirement Plan Update, Q2 2025
There are several ways to enhance your retirement plan savings to increase your overall retirement assets. Redirecting even small savings into your retirement plan can help you make consistent progress over time.

Retirement Plan Update, Q1 2025
History tells us that stock market declines are an inevitable part of investing. Despite periods of volatility, over long periods of time, stock prices tend to move higher.

Retirement Plan Update, Q4 2024
The start of a new year is a good time to ensure your beneficiary designations on all of your retirement accounts are up to date and reflect your wishes.

Retirement Plan Update, Q3 2024
Over long periods of time, investors are better off to remove politics and emotions from their investing.

Retirement Plan Update, Q2 2024
Many retirement plans offer a Roth option within the plan. Roth contributions are made with after tax dollars and the balance grows tax free. This can be great option for many participants depending on their current tax bracket.

Retirement Plan Update, Q1 2024
Last quarter, we talked about setting your financial priorities and then tracking your spending so you know where your money is going today. Now, it’s time to use all this information to set up your financial guide.

Retirement Plan Update, Q4 2023
A new year - a new opportunity to plan for your financial priorities.


Retirement Plan Update, Q2 2023
Your Freestate Advisors representative is here to help you.