Educational Resources

Participant Education
Financial freedom in the future...takes planning today. First American provides you with a variety of educational documents and newsletters to help you learn more about planning for your future and how our services can help.

Reinventing Retirement Newsletter
Designed to provide the latest in retirement plan trends.  

Enrollment Workbook
The workbook contains valuable information regarding your 401(k) plan and how you can save for retirement. See your plan administrator for a copy.

Asset Guide
The asset guide provides a resource for the novice investor, as well as information on all the funds available on your plan’s investment menu. See your plan administrator for a copy.

Tax Credit for Contributing to a 401(k)
Money Doesn't Grow on Trees - You may be eligible for a tax credit for your 401(k) or IRA contributions.
English / Spanish

What You Should Know About Your Retirement
Information regarding types of retirement plans and benefits.
English / Spanish

Savings Fitness: A Guide to Your Money and Your Financial Future
English / Spanish

Top 10 Ways to Save for Retirement
English / Spanish

      

Plan Sponsor Education
First American provides you with a variety of educational documents and to help you and your employees learn more about planning for the future and how our services can help. 

Plan Sponsor Outlook
A current issues resource for plan sponsors and administrators.

2014 Qualified Plan Limits
Provides contribution plan limits.                            

Common 401(k) Mistakes
A list of common errors in plan administration and ways to avoid provided by the IRS - www.irs.gov/pub/irs-tege/401k_mistakes 

Fiduciary Responsibilities
Key things you need to know as the sponsor of a retirement plan for your workforce.   

 

                  

 

 

 

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Quarterly Investment PDF

 

 

Calculators and Financial Tools

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