Healthe Retirement offers associates free resources, online tools, education and support to help you create and achieve a plan for a secure, comfortable retirement.
Your Healthe Retirement Toolkit:
- Transitions to Healthe Retirement: Learn how your benefits transition in retirement.
Healthe Retirement Fairs, personal support and resources to help associates of all ages understand how their benefits transition in retirement and how Social Security and Medicare work.
- Personalized income projection statement: See where you stand
An easy-to-read statement sent to associates annually that gives you a snapshot of what your income and expenses may look like during retirement.
- GuidedSavingsSM: Make a plan to reach your goal
A powerful, easy-to-use online tool will help you see if you’re on track for the retirement income you need. It also provides investment strategies for your 401(k) and offers professional investment advice.
- Financial Wellness Courses Advocate offers financial wellness courses to help associates make the most of what they earn today and to help them plan for a secure retirement. Register for courses on ALEX. Use the key words "financial wellness" to see list of courses, dates and locations.
- New distribution options: Time your retirement savings income to pay yourself after you retire. New feature allows you to take money from your 401(k) and 403(b) plans in installment payments versus a lump sum when you retire.