Workplace Financial Planning & Group Education

Give employees the best chance for a strong financial future

It is essential for employees to have a wide array of resources at their disposal that delivers essential plan information and provide solutions.

Accelerate Retirement will provide you with:

Group Employee Education

A robust suite of educational offerings that include in-person and virtual education designed to empower employees to understand the retirement plan and encourage participation and savings

Workplace Financial Planning

Comprehensive financial wellness programs that focus on the big picture — budgeting, purchasing a home, managing student loans, managing credit card debt, life insurance, estate planning, and more
Financial education built into the employee engagement process

Fiduciary Hot Topics Q2 2024

Congress releases SECURE 2.0 technical corrections discussion draft On December 6, 2023, the committees of jurisdiction (the Committee on Health, Education, Labor and Pensions (HELP), the House Committee on Ways and Means, and the Education and the Workforce Committee) released … Read More

Participant Corner: Navigating Health Savings: Your HSA Guide

Health savings accounts (HSAs) have surged in popularity over the years. You may have encountered them, possibly as part of the benefits offered by your workplace. This memo attempts to answer frequently asked questions about HSAs. Download a copy of this … Read More

Cashing Out on Tomorrow: When Personal and Market Economies Diverge

You could say that the past year has been one for the record books. As of January 2024, total U.S. consumer debt reached a historic $17.33 trillion while credit card rates surged to unprecedented levels, topping more than 24%. An … Read More