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Action is everything

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.

Materials

Presentation

This presentation delivers our unique finalist experience.

Download presentation

Magazine

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

Download magazine

Cybersecurity flyer

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

Download Flyer

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.

Learn more

Sample transition guide

This guide explains the transition process for employees.

Download guide

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.

Download brochure

GPS Flyer

This flyer provides details on our Guided Portfolio services.

Download flyer

Webinar Series Flyer

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

Download flyer