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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) - 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
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