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Home Attend the training

Attend the training

Gain the Insight & Information You Need

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training

Understanding Your YMCA Retirement Fund Benefit

This 45-minute virtual training is designed for new hires or those ready to save for retirement. You’ll learn the difference between the Retirement Plan and the Savings Plan and how to make the most of the Savings Plan’s (403(b) Smart Account and Rollover) features while working and in retirement. You’ll also learn the “rule of thumb” for the income you’ll need in retirement and how tax-deferred savings add up.

Register
training

Retirement Strategies: Creating Your Plan

This three-hour live, instructor-led virtual training is designed for staff who are within ten years of retirement or over the age of fifty. Your spouse/partner is encouraged to attend. You’ll learn about the options with your YMCA Retirement Fund accounts, including all annuity options; understanding and getting the most from your Social Security benefit; budgeting; taxes in retirement; healthcare options, including an overview of Medicare; and questions to consider in estate planning.

Those pursuing Y-USA Leadership certification/re-certification can receive four credits.

Register
  • New To The Y
    New To The Y
    Welcome to the Fund! Learn more about a safe and secure path to retirement and start saving today.
    • 2023 Contribution Limits Calculator
    • FAQs
    • Forms
    • Glossary
    • Publications
    • Retirement Planning for All Ages
    • Rollovers
    • Save From Day One
    • Video Library
    • See More For New Employees
    See More For New Employees
  • Plan Participants
    Plan Participants
    You’re on the right track to a secure retirement! Learn more about your exclusive retirement benefits and how you can save even more towards your retirement.
    • 2023 Contribution Limits Calculator
    • FAQs
    • Forms
    • Glossary
    • Loans
    • Publications
    • Request A Consultation
    • Retirement Strategies Seminar Materials
    • Rollovers
    • Start Your Lifetime Retirement Income Benefit
    • Update Your Info
    • Video Library
    • When You Leave the Y
    • Withdrawals for Employees
    • See More For Plan Participants
    See More For Plan Participants
  • HR Professionals &
    Plan Administrators
    HR Professionals & Plan Administrators
    The Fund is here to guide you in your role as Plan Administrator. Learn more about your key responsibilities and access resources to aid you in your role.
    • Administrator’s Guide
    • 2023 Contribution Limits Calculator
    • Complimentary Educational Services
    • The Definition of Compensation
    • Educational Materials
    • FAQs
    • Forms
    • Glossary
    • Local Plan Administrator Training
    • Publications
    • Video Library
    • Virtual Education Resources
    • YERDI Login (Resources for LPAs)
    • See More For HR Professionals & Plan Administrators
    See More For HR Professionals & Plan Administrators
  • CEO & Volunteer
    Leadership
    CEO & Volunteer Leadership
    The Fund is here to guide you and provide you with information needed for your role.
    • Compliance Responsibilities
    • Complimentary Educational Services
    • FAQs
    • Participation Benefits
    • Participation Rates
    • Who We Are
    • See More For CEO & Volunteer Leadership
    See More For CEO & Volunteer Leadership
  • Retirees
    Retirees
    Stay connected with the Fund for news on your retirement benefits. Log in or create an online account to keep your contact information up-to-date.
    • Emergency Grants for Retirees
    • FAQs
    • Forms
    • Important Retiree Information
    • Retirement and Social Security
    • See More For Retirees
    See More For Retirees
  • How The Fund Works
    How The Fund Works
    Build your retirement savings with the Fund’s two plans.
    • Eligibility & Vesting
    • Fund Updates & Insights
    • Glossary
    • Retirement Income for Life
    • Retirement Plan
    • Rollovers
    • Savings Plan
    • Video Library
    • Discover How The Fund Works
    Discover How The Fund Works
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