Your Personal Retirement Action Plan

Adjust My Savings

	1. I will contact my benefits office and change my contribution rate to %.
	2. I will open and IRA and save per year.
	3. I will contact my benefits office and find out about retirement health savings plans.
	4. I will start an emergency fund and save per month.
	5. I will learn more about investing.
	6. I will begin using online tools to simplify the administration of my savings.

Plan For the Worst

	1. I will make a will or review and update my existing will.
	2. I will review and update my beneficiary information for all of the following. a. Retirement Savings Plan (401/403/457, IRA) b. Insurance policies c. Pension Plan
	3. I will review my insurance coverage. a. Life Insurance b. Disability Insurance c. Long-term healthcare
	4. I will organize my records and store them in a safe location.

Learn More

	1. I will learn more about investing for the future.
	2. I will read articles on investing and financial planning.
	3. I will spend time with my family going over financial planning.

Make a date

	1. Pick a date on my calendar to review my financial plan once a year.
	2. Review my portfolios once a quarter.
	3. Attend a financial planning seminar.
	4. Contact my ICMA-RC representative.
	5. Contact an ICMA-RC VantagePlanner.

Now that you've finished your personal retirement action plan, let's go on to the conclusion