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

Participant Corner: Staying Financially Grounded This Season

As the year winds down, it’s easy for spending to ramp up. From travel and celebrations to those endless online deals that pop up in your feed. But even small splurges can add up fast. According to a recent survey … Read More

The New Reality of Retirement | When Competing Priorities Take Over

For many workers today, saving for retirement feels almost bleak. According to the 2025 Goldman Sachs Retirement Survey, 42% of Gen Z, Millennials, and Gen X are living paycheck to paycheck. Almost three-quarters say they struggle to save because their … Read More

IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners

The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change, employees with prior-year FICA wages above $145,000 will no longer be able to make pre-tax catch-up contributions to their 401(k), … Read More