Don’t leave money on the table: Year-end 401(k) prep

Make the most of your 401(k) before the year ends. Join Human Interest for a live session designed to show you how you can potentially maximize your savings, reduce your tax bill, and set yourself up for a stronger financial future.

You’ll learn how to:

• Boost your retirement savings - understand why every contribution can help count towards your long-term goals

• Leverage compounding interest - see how today’s dollars can potentially grow into tomorrow’s wealth

• Check off your 2025 to-do list - stay on track with a simple end-of-year checklist

  • Contribute enough to grab your full company match

  • Max out IRS contribution limits (and catch-up if you’re 50+)

  • Confirm your account details are accurate

  • Tap into the Saver’s Credit to lower your tax bill

  • Take advantage of Human Interest’s (k)ickstart program¹

Start strong, finish stronger The end of the year is your opportunity to make smart money moves. Don’t miss this chance to lock in your tax savings, maximize your match, and step into 2026 confident about your retirement plan.

1. This program is administered and offered by Human Interest, and Human Interest’s asset-based fees will increase if you participate in this program. If Human Interest’s wholly owned subsidiary and registered investment adviser, Human Interest Advisors LLC (“HIA”), provides services to the Plan, HIA’s asset-based fees will also increase if you participate in this program.