Getting Started in your 401(k) Plan
Date: Wednesday, May 30, 2007
Time: 4:30 pm to 5:30 pm
Location: ABX University (Building 2)
Topic: Educate new participants about the 401(k) plan. At this workshop, you will:
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Learn the benefits of the 401(k) and how to enroll |
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Learn how to calculate how much you can afford to save and about the company match |
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Learn about the fundamentals of investing and how to choose the best investment options for you |
This workshop is ideal for employees who are not yet participating in the CAP/401(k) plan or for current participants who want to review the basics. This workshop is open to all employees and their spouses.
Fundamentals of Retirement Income Planning
Date: Wednesday, May 30, 2007
Time: 6:00 pm to 8:00 pm
Location: ABX University (Building 2)
Topic: If you are 5 to 10 years from retirement and want an introduction to the retirement planning process, then this workshop is ideal for you. At this workshop, you’ll:
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Learn to identify and plan for multiple personal savings goals as you begin to prepare for retirement |
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Learn the five key financial risks of retirement |
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Learn how to develop a withdrawal strategy and income plan |
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Learn about Social Security and Medicare, insurance options, estate planning and wills, and strategies for filling the income gap |
This workshop is ideal for employees and spouses who are older than age 50 and 5-10 years from retirement. Bring your most recent 401(k) statement and any other retirement statements, including your ABX Air Personal Retirement Income Worksheet (mailed last July).
Keeping your Investment Strategy on Track
Date: Wednesday, May 30, 2007
Time: 9:00 pm to 10:00 pm
Location: ABX University (Building 2)
Topic: Educate participants on how to determine an appropriate asset allocation as defined by their Investor Profile Questionnaire (IPQ). At this workshop, you will:
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Learn how to apply that well-diversified strategy to your retirement savings plan |
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Learn techniques for re-balancing your account |
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Learn how financial markets work and how to research investment options |
This workshop is ideal for employees and spouses who are participating in the CAP/401(k) plan and have a basic understanding of asset classes, but want to learn more about diversifying their portfolio and minimizing risk. To make the most of this workshop, bring a copy of your current CAP/401(k) account statement.