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The Leading Edge - Auto Portability:
Solution to Prevent Cash Outs & Preserve 401(k) Assets

Thank you to our speakers and all who attended our forum on September 30th, which focused on ways to keep money in retirement accounts and encourage lifetime participation in retirement plans.

This forum highlighted the important issues surrounding cash outs and the role that auto portability can play in keeping this money in retirement accounts. Read more about the event in this Next Avenue article, "How to Keep Savers from Cashing Out of 401(k)s."

Learn more about the forum on the event page

Check Out the WISER Blog

Understanding Social Security Benefits in Cases of Divorce and Widowhood

Two of the most common life events that can impact your Social Security benefit are divorce and widowhood; both experiences are emotional as well as unexpected, and they often have a huge effect on a woman's financial life. Understanding how your Social Security benefits will change and planning ahead can help you or others you know to better navigate these difficult situations. Read WISER's blog to learn more. Also check out this recent New York Times article which quotes WISER, "New Widows Have Another Concern: Their Finances."

SS Check

WISER Community Educator Speaks at the 2015 White House Conference on Aging

WHCOA financial panel

The 2015 White House Conference on Aging took place on July 13th. Vickie Elisa, WISER Community Educator and Trainer, introduced the President and participated on the panel, Planning for Financial Security at Every Age. The panel discussion was moderated by Thomas Perez, Secretary of the U.S. Department of Labor, and Jean Chatzky, financial editor for NBC's Today Show. If you missed it, you can watch a recording of the panel and read the fact sheet released by the White House that includes new initiatives announced at the Conference.

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Wiser Top Five:

WISER's Top Five Retirement Challenges for Women Based on Earnings


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WISER's "Too Good To Be True" Checklist


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Investment Income Calculator

Use WISER's calculator to determine when you should start saving for retirement and how much you can really afford to save. (Excel file).