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Employee Education: Mastering the Art of Savings Buckets

If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start.

Savings buckets involves dividing money into separate accounts (buckets) each with a specific purpose. Rather than blindly putting money to the side, this gives employees a more organized system of saving and spending.

We’re here to support your employees with employee education where they need it. Contact our team to learn more about our participant services.

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Robert Kotler

Retirement Practice Team Leader

Charles (Chip) Merrick

Sales Executive


This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

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