Broker Check


We like to keep our 401(k) participants informed of the most up to date market changes, ideas for reaching their retirement goals, and influences. Our most recent messages and memos are always available on our website, but to receive information in a more timely manner, be sure we have your email.  

To update or submit your email for electronic delivery of our newsletter, please email us by clicking here

Monthly Memos

October - What is ROTH and what does it do for ME?

September - Back to School For Retirement Plans

August - Save Early Aim For Your Goal

July - Are You Sabotaging Your Retirement?

June - Online Security Tips

April-Three Tax Tips that Can Help as You Approach or Begin Retirement

March-Tax Savers Credit Reminder

February - Don't Skip the Match


Participant Hot Topics

Yes. Time is Everything.

Bear Market. Now what?

Staying the Course - Coronavirus Update

Quarterly Market Review

Market Review - Q2 2021

Market Review - Q1 2021

Market Review - Q4 2020

Market Review - Q3 2020

Market Review - Q2 2020