Progressive’s benefits package is full of hidden opportunities that can help you grow financially and retire on your terms. The challenge is knowing how to piece it all together.

Our Experience

We’ve worked with Progressive employees across roles and career stages, helping them turn complex benefits into clear strategies. From RSU vesting and Spillover plans to retirement timing and tax-smart income decisions, we'll simplify the details so every part of your benefits package works toward your goals.

Match with an advisor

Mega Roth Spillover

Save beyond the 401(k) cap and turn after-tax contributions into powerful Roth savings.

RSU Vesting & Retirement Timing

Avoid tax spikes by planning when to retire and how your stock vests.

Deferred Compensation Payouts

Choose a payout schedule that balances taxes with steady income.

Net Unrealized Appreciation (NUA)

Unlock tax advantages by rolling PGR stock from your 401(k) the right way.

Coordinating Retirement Income

Line up Social Security, healthcare, and benefits for a smooth transition.

Progressive's benefits are powerful. Our guides help employees make the most of every option.

Where are you in your financial journey?

Your Guide to Building Wealth at Progressive in 2025

Progressive’s benefits package is packed with hidden opportunities — if you know where to look. Our free guide shows you how to turn 401(k)s, RSUs, the Mega Roth Spillover plan, and more into a strategy for long-term wealth.

Got it! You should be redirected momentarily. If not, click here to go directly to the download page.

Oops! Something went wrong while submitting the form.

Your Guide to Retiring from Progressive in 2025

Progressive’s benefits package is packed with hidden opportunities — if you know where to look. Our free guide shows you how to turn 401(k)s, RSUs, the Mega Roth Spillover plan, and more into a strategy for long-term wealth.

Got it! You should be redirected momentarily. If not, click here to go directly to the download page.

Oops! Something went wrong while submitting the form.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Tempo Wealth, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tempo Wealth, a Registered Investment Advisor of the SEC.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the SEC or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

The company logos shown represent the current or former employers of certain clients and are used for informational purposes only. These companies do not endorse, sponsor, or recommend our firm or our services. Any statements reflect the experience of certain clients of our firm. It is not a guarantee of future performance or experience. No compensation was provided in exchange for this statement, and no client has been promised any benefit in exchange for being referenced.

The inclusion of any link is not an endorsement of any products or services by Tempo Wealth. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Tempo wealth, nor any agency, officer, or employee of Tempo wealth, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

The content regarding Progressive employee benefits—including topics like Mega Roth Spillover, RSU vesting strategies, deferred compensation planning, NUA, and retirement income coordination—is based on general experience and is not tailored to your specific circumstances.

"Our clients aren’t looking for someone to simply manage their money. They want a true partnership. Someone who understands the full picture and helps them make better decisions."

Bernie Garrah

Principal, Wealth Advisor

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Tempo Wealth, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tempo Wealth, a Registered Investment Advisor of the SEC.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the SEC or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

The company logos shown represent the current or former employers of certain clients and are used for informational purposes only. These companies do not endorse, sponsor, or recommend our firm or our services. Any statements reflect the experience of certain clients of our firm. It is not a guarantee of future performance or experience. No compensation was provided in exchange for this statement, and no client has been promised any benefit in exchange for being referenced.

The inclusion of any link is not an endorsement of any products or services by Tempo Wealth. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.When you follow a link to one of these sites neither Tempo wealth, nor any agency, officer, or employee of Tempo wealth, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Driving smarter strategies for Progressive employees

Your Guide to Building Wealth at Progressive in 2025

Your Guide to Retiring from Progressive in 2025