Since we’re a few months into the new year, now is a great time to take stock of where you are with your savings goals and explore resources that can help brighten your financial future. For personalized assistance, talk with your ICMA-RC Retirement Plans Specialist.
Even a small increase to your retirement plan contributions can make a big difference over time.
Boosting your savings and taking advantage of catch-up contributions can go a long way toward building up your nest egg.
Discover whether you’re better off renting or buying a home.
Overdrawing your account is expensive, but there are some smart solutions.
Stay connected with these resources, tools, and reminders from ICMA-RC.
ICMA-RC is excited to announce we're changing our name to MissionSquare Retirement.
Access a video message from CEO and President Lynne Ford.
Resources to Help with Managing Debt
In addition to saving for long-term goals like retirement, your financial wellness plan should include strategies to manage debt. Whether you’re starting an emergency fund, increasing your savings over time, or looking for ways to reduce expenses, you may need assistance along your journey. Check out:
Tech Tools to Boost Financial Wellness
Many people use a Fitbit® to track their physical fitness. Our Digital Resources work in a similar way with many convenient tools at your fingertips to help you manage your retirement savings account. Whether you're online or on the go, stay informed with these helpful tools to keep you in the know. Easily sign up for features like TextAccess, where you can request certain account information and have it sent directly to your mobile phone via text.
Update Beneficiaries
An important yet often forgotten part of financial wellness is ensuring your beneficiary designations are up to date. Log into your ICMA-RC account to make sure the beneficiaries and designations listed still match your wishes. Be sure to check your designations for your other financial accounts, insurance policies, and estate documents, too.
Fund Performance Available Online
For added convenience with account management, quarterly fund performance information currently shown on statements has been moved exclusively online. This information continues to be available in Account Access, along with links to more detailed fund profile and expense information. With online accessibility, you can easily see the most up-to-date fund information and more details about the investment options in your plan. For even more convenience with your statements, sign up for eDelivery of your quarterly statements and other financial documents, so you can receive an email when your documents are available.
Tax Filing Due Date Extended
Another key part of your finances is filing income taxes. The good news for many is that the filing due date for individuals for the 2020 tax year has been extended from April 15, 2021, to May 17, 2021. This means you have a few additional weeks to file before the deadline!
Please note: The contents of this publication provided by MissionSquare Retirement is general information regarding your retirement benefits. It is not intended to provide you with or substitute for specific legal, tax, or investment advice. You may want to consult with your legal, tax, or investment advisor to review your own personal situation. Some of the products, services, or funds detailed in this publication may not be available in your plan. This document may contain information obtained from outside sources and it may reference external websites. While we believe this information to be reliable, we cannot guarantee its complete accuracy. In addition, rules and laws can change frequently.
