It’s easy to get the job done right when you have the right tools. Build your retirement plan knowledge by visiting the following online resources.
Education book: This easy-to-read booklet guides you through the process of how to plan, save and invest for your retirement.
Alerus Investment Update: Discover the latest insights and observations from Alerus Financial's Chief Investment Officer Sunil Swami.
Calculators: Help determine how much you should save each month, how much you can take at retirement and the amount you may receive from social security.
On Track newsletters: Check out our library of On Track newsletters for helpful articles on a variety of topics.
How to read your statement: Provides an overview of the sections in a standard participant statement.
Investing and Diversification: This website provides useful information and articles on how to invest and diversify your assets.
Redemption Fees: Learn more about redemption fees, what they are, who imposes them and learn how they may effect you.
Click here for an up-to-date list of funds that impose a redemption fee.
Excessive Trading: Learn more about excessive trading policies and how they may effect you.
Click here for an up-to-date list of funds that impose excessive trading rules.