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Human Resources Professionals

Planning Retirement Income Lightbulb guides and digital content provide a comprehensive resource for helping employees make the best decisions about retirement, healthcare, and other benefits, and for explaining their alternatives and obligations clearly and succinctly.

Specifically, we provide objective educational content on key topics and issues, including:

  • the pros and cons of rolling over plan assets to an IRA
  • changing beneficiary designations when nearing
  • choosing between a tax-deferred or a Roth 401(k)
    or 403(b) when eligible
  • required minimum distributions (RMDs)
  • potential sources of retirement income
  • other potentially confusing choices and requirements

Lightbulb can deliver this information in booklets, articles, online learning centers, web content, apps for mobile devices, or any combination of these formats.

We can co-brand Lightbulb guides and content with your company identity or, if your firm prefers, we can develop custom educational materials on a work-made-for-hire basis using the straightforward language and informative graphics that typify the Lightbulb style.

We can also create clear, easy-to-understand explanations of your employee benefits package.

View Articles

Defined Benefit Plans
Employer-Sponsored Retirement Plans
Building a 401(k) Portfolio
Lump Sum Pension Distributions
Health Savings Accounts

View Guides and Booklets

Investing for Retirement
Planning Retirement Income
Managing Retirement Income
Guide to Managing Your 401(k)
Guide to Asset Allocation
Guide to Understanding Annuities