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Thank you for the opportunity!

May 2, 2023

Moving financial futures forward with the City of Yuba City 457(b) Deferred Compensation and Retiree Health Savings Plans.

Please find information that will be discussed during our Finalist Presentation.



This presentation delivers our unique finalist experience.


This magazine provides detail on all aspects of our finalist experience.

Cybersecurity flyer

This flyer details our approach to prevent and protect against cyber threats.

Financial wellness

Connect your employees with a custom plan for their financial wellness with the FutureFIT Wellness Check where we connect them with the right resources and programs.

Sample transition guide

This guide explains the transition process for employees.

Elevating experiences

This flyer highlights the power of using your plan’s data to make saving for the future an attainable goal for your employees.

GPS Flyer

This flyer provides details on our Guided Portfolio services.

Webinar Series Flyer

This flyer is an example of our quarterly Financial Wellness webinar series, offered to your participants.