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Saving & Planning Tutorials

Saving For Retirement In 3 Simple Steps

This video will show you how to: set a goal, find the money, and save it.

6 Benefits To Rollovers

Have an old IRA or qualified retirement account? Learn about the six benefits of rolling over money to the YMCA Retirement Fund.

A Lifetime Annuity

Can you see retirement on the horizon? Watch this video to discover the annuity options at the Fund.
Understanding Your Annuity Options

Understanding Your Annuity Options

This video will give you an overview of the Fund’s annuity options.
Meet the Fund

Introduction To The YMCA Retirement Fund

In less than three minutes, you can learn about the benefits offered exclusively to YMCA employees.

Introducción Al YMCA Retirement Fund

En menos de 3 minutos, puede aprender de los beneficios de retiro que se ofrecen exclusivamente a los empleados del YMCA.
Participant Stories

Securing Their Future

Listen to our participants’ stories and learn why the Fund is important to them.
How-To Video

How To Create An Online Account

In less than two minutes, this video will teach you how to register for an online YMCA Retirement Fund account.
Participant Stories

Securing Their Future

Listen to our participants’ stories and learn why the Fund is important to them.
  • 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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