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On the Road

The path to success is filled with twists and turns. Thoughtful planning can help you navigate it more effectively. Learn how you could read the signs.

Tutorials

These narrated learning aids can help lead you to a better understanding of key investing concepts.

Make the Most of Your Retirement Plan
This guide seeks to educate current and prospective plan participants on 401(k)s and other employer-sponsored retirement plans.

iCharts

These animated learning aids bring focused investing and financial concepts to life quickly and memorably.

Diversifying Your Investments
Learn about the potential benefits of diversifying your investment portfolio with different types of assets.

Rebalancing Your Portfolio
Discover how your asset allocation drifts over time and why it is important to periodically rebalance your investment mix.

Retirement Expectations vs. Reality -- Are Workers Overconfident?
This ichart explores recent research demonstrating how participants may be overly optimistic when it comes to their retirement savings expectations.

Putting Time on Your Side
See how the power of compounding is such a critical factor when it comes to pursuing your retirement savings goals.

The Big Difference a Little Bit Extra Could Make
See how increasing your retirement account contribution by only a little could potentially boost your account balance by thousands over time.

Dollar Cost Averaging
Find out how a systematic investing strategy can lower your average cost over time.

Articles

Considerations for Inherited Retirement Assets
Learn about options for managing assets inherited from a loved one's qualified retirement plan, such as an IRA, 401(k) plan, or 403(b) plan.

Options for Inherited Assets From an Employer-Sponsored Retirement Plan
Inherited money from a deceased person's 401(k), 403(b), or 457 plan? Your options in managing those assets will depend on your particular circumstances.

Benchmarks for Setting Your Retirement Target
A new survey charts how retirees are actually spending their money after the paychecks stop.

Coping With Market Volatility
Global market volatility has escalated in recent months and shows no signs of abating. Find out what you can do to help mitigate its impact on your investments.

Of Market Bubbles and Busts: Learn to Spot Trouble in the Making
Market bubbles and busts are a naturally occurring part of the investment cycle. Knowing when trouble might be brewing is key to avoiding it.

Calculators

401(k) Rollover
See how different distribution options will affect your retirement plan assets when you change jobs.

Asset Allocation Profiler
Creates a simple profile of an investor and suggests an asset allocation.

Refinancing
Estimates the payoff from refinancing a mortgage.

Retirement Planner
Determine whether you are on track saving for retirement, and if not, how much you should invest each year to reach your savings goal.

Find the Money to Invest
Where can you find the money to put away? This calculator will show the powerful benefits of making small changes in your spending habits.

Inflation-Adjusted Returns
Calculates the expected inflation-adjusted savings level.

This material is the property of DST Retirement Solutions, LLC, an SS&C company ("SS&C") and is used with permission. This information is provided to you as educational material designed to assist you with a better understanding of retirement planning. It is taken from sources believed to be reliable, but which are not guaranteed. Ameritas Life Insurance Corp. (Ameritas Life) is not responsible for the content of this material, and does not guarantee the accuracy, adequacy, completeness or availability of the information provided. Ameritas Life is not responsible for any errors or omissions or for the results obtained from use of such information. This material is not intended to provide tax, legal or accounting advice. Plan sponsors and participants should consult with their own accounting, tax, or legal professionals before making decisions regarding their financial and retirement planning needs.

SS&C is not an affiliate of Ameritas Life Insurance Corp.