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We will be periodically posting relevant content on a variety of financial topics from our team and others through our procurement efforts. Anything that affects peoples lives in a financial way. Lifestyle, Business, Family, Work. 

 

Tuesday, June 30, 2020

Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum distributions (RMDs). Both were designed to give...

 

Monday, June 29, 2020

Secure Act. Plan sponsor opportunity – Add annuity options. With proper advice. New Incentive to Offer Savings Plan Annuities The SECURE Act creates a new ERISA “safe harbor” that, if met, shields the sponsor from...

 

Friday, June 19, 2020

Its good to evaluate how you are doing on a regular basis. Once you score yourself, give us a call we can help guide you on any corrective measures you need to take. Self-Assessment – Fiduciary Role Name: Phone: Email: Are...