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Employee Education: Mastering the Art of Savings Buckets

Employee Education: Mastering the Art of Savings Buckets

| February 12, 2024

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start.

Savings buckets involve dividing money into separate accounts (buckets) each with a specific purpose. Rather than blindly putting money to the side, this gives employees a more organized system of saving and spending.

We’re here to support your employees with employee education where they need it. Contact our team to learn more about our participant services. Contact Us.

Download the Employee Education


About Your Greater Philadelphia Retirement Advisors

At Tycor, we are committed to helping our clients live well and retire comfortably. We are passionate about providing solutions that drive retirement plan success and boost retirement readiness.

As your partner, we can help you navigate your financial future in a smart, responsive and compliant manner. This will enable you to focus on growing your business and taking care of your most valuable asset – your employees.


J. Timothy Corle CPC, CPFA, CFP®

Tycor Benefit Administrators, Inc.

955 Chesterbrook Blvd, Suite 310

Wayne, PA 19087

www.tycorbenefit.com

610-251-0670

tcorle@tycorbenefit.com

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.   Kestra IS and Kestra AS are not affiliated with Tycor Benefit Administrators, Inc. or any entity referenced herein.  Click here to view Form CRS 

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.