401(k) Success Stories...: Discover How People Invest the Easy Way

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Financial Literacy Center, Jan 1, 2001 - Business & Economics - 107 pages
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This book teaches readers the importance of planning for their retirement by contributing to their 401(k) plan. It tackles the barriers that prevent many from maximising their 401(k) opportunity: lack of understanding of their plan, lack of money (too many other financial responsibilities) and lack of time to save before retirement starts. Readers will purchase this book because of its ' how-to' approach, and examples of how everyday people overcame barriers to save wisely for retirement while meeting their other financial responsibilities. The author writes in a concise, upbeat, conversational manner. The book will appeal to reader turned off by personal finance books filled with technical jargon. A friendly robot appears throughout the book, demonstrating the 'do's and don'ts' of managing a 401(k). The illustrations, personal stories, and upbeat tone invite the reader to 'dive-in' and lean about a subject many workers ignore.

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Contents

Acknowledgments
7
CHAPTER 3
21
CHAPTER 4
37
Copyright

4 other sections not shown

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About the author (2001)

DeLapa is a full-time professional writer. Before starting Byline Communications, LLC in 1999, she spent nearly four years at the Financial Literacy Center, where she served as the editor of the Loose Change and FourBits newsletters. She has also written numerous booklets, brochures, and presentation kits relating to personal finance. She is the former money columnist for Grand Rapids Magazine. She has a bachelor of arts degree from Michigan State University.

Jacobs is the investment education director at the Financial Literacy Center (FLC). She has advised dozens of companies on 401(k) plans and other retirement savings programs. Prior to joining FLC in 1997, she was the director of the employee benefits department at Scott, Doerschler, Messner & Gauntlett in Kalamazoo, Michigan. She has worked as a personal financial professional for American Express Financial Advisors and in various positions at a Fortune 500 company. She is a certified employee benefits specialist (CEBS) and has served as a CEBS insturctor. She has a bachelor of science degree from Drexel University and a master of science degree from Cornell University.

Guerriero is an investor education specalist. Previously, she spent twelve years at a bank broker/dealer in training and marketing. She provided sales and service to over 1,200 customers as a Series 7 licensed Investment Representative. She has led over 120 personal financial seminars for bank customers. In addition, she has served as a 401(k) enrollment specialist for various retirement plan providers. This extensive customer contact has given her a deep understanding of the challenges people face as they plan for retirement. She graduated Phi Beta Kappa with a bachelor of arts degree from Michigan State University, and she has a master's degree in Social Work from the University of Michigan.

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