Participant Insights

Portfolio rebalancing, how to budget your money, what’s an HSA and who needs one? Preparing for retirement is hard. From personal finance basics to retirement planning and everything in between, we’ve got a few ideas to make life a little simpler. Contact MCF with any questions.

Financial Wellness

How Much Do You Know About Your Retirement Plan Quiz?

July 19, 2024 Plan Basics

Many people often find that they know far less about their retirement plan than they thought. Test yourself with the quiz below and see how much you know about your financial future.

The 4 Essential Elements of a Retirement Plan

July 13, 2022 Plan Basics

With expanding life spans and increasing retirement costs, it will require serious retirement planning to ensure that your income will last a lifetime. Here are the four essential elements of a sound retirement plan:

“Do it for me” Investment Strategies: Managed Account vs. Target Dates

June 6, 2022 Plan Basics

Deciding how to invest your retirement plan savings can be challenging and intimidating. Doing it in the best way requires understanding different investments and strategies, as well as having the time to track performance and make changes.

Retirement Readiness Checklist

May 3, 2022 Plan Basics

Preparing for retirement can be daunting, but it doesn’t have to be stressful. Whether you are years away from retirement or right around the corner, the best thing you can do for yourself is to be prepared! Your future self will thank you. Research has shown that starting to prepare for this milestone at least 5 years out leads to a much happier retirement.

10 Advantages of Retirement Consolidation

April 11, 2022 Plan Basics

Ten Things to Know About Your Employer’s Retirement Plan

January 18, 2022 Plan Basics Retirement