This is a reminder that the deadline for enrolling in the UMR Live Well Reward$ plan is 1/15/25. Anyone that is a current participant in a UMR medical plan or enrolled during open enrollment for coverage to be effective 1/1/25 is eligible to enroll in the Wellness Reward$ program for 2025. Please click here for […]
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January Financial Wellness Events
Quarterly Market and Economic Update Hear from the experts in our Wealth Chief Investment Office about key drivers of the markets and economy that are impacting investors. We’ll share views on: • The state of the U.S. economy and key market drivers • Factors influencing market volatility • Investing in public markets Wednesday, Jan, 8 […]
December Financial Wellness Events
Wednesday, Dec. 4 at 11 a.m. Take control of your financial life: 5 steps to save money and manage debt Learn how to manage money, uncover how to set goals, balance your budget and use debt wisely. With the know-how you need and a little determination, you can put yourself on the path to greater […]
November Financial Webinars
Investing Essentials: 5 Principles to Invest with ConfidenceTuesday, November 5, 2024 at 11:00 a.m. CTHow you invest today can impact what you’ll have tomorrow. No matter where you are in your career journey, this webinar can help you understand five key principles of investing for the future so you can get the most from your […]
IMPORTANT REMINDER: 2024 Wellness Rewards
For those who have enrolled in the wellness program for this year, don’t forget that you can accrue reward points through September 30, 2024. Medical visits from Oct. 1, 2023, through Sept. 30, 2024, are eligible for points in this current program. Points accrued on and before September 30, 2024, but not reported (claims completed […]
August Financial Events
Webinars Details Financial Wellness and Mental HealthTo boost employees’ mental and financial wellbeing, leading organizations are gauging individual employee needs, providing services that integrate mental and financial health, fostering knowledge exchange and resource-sharing, and adopting a “whole person” model of support. Wed., Aug. 7, 2024at 1 p.m.Register Opening the Doors to the Future: Save in […]
Student Loan Forgiveness Updates – Video
Join Janice Nottenkamper on June 20 at noon for a new update for those seeking student loan forgiveness through the PSLF process. Please see the video from the event below!
Be ready for next year: IRS Tax Withholding Estimator helps ensure withholdings are correct for 2024
Be ready for next year: IRS Tax Withholding Estimator helps ensure withholdings are correct for 2024 WASHINGTON The IRS encourages taxpayers to use the IRS Tax Withholding Estimator to ensure they’re withholding the correct amount of tax from their pay in 2024. This digital tool provides workers, self-employed individuals and retirees with wage income a user-friendly […]
July Financial Events
Webinars Date & Registry Quarterly Economic UpdateHear from our chief investment officer about challenges investors are facing and tips on how to navigate them. We’ll share our views on the state of the U.S. economy and key market drivers, recent financial policies and investing in public markets. Wednesday, July 10, 202411:00 a.m.Register She’s got it: […]
June Financial Events
Write Your Next Chapter: Five Steps to Setting Your Retirement DateFor anyone starting to think seriously about when to retire, this webinar takes you through five steps to deciding when the time is right, including estimating retirement expenses, closing any income gaps and understanding key milestones that can impact your retirement finances. Tuesday, June 4, […]