Broker Check

Plan Sponsors

We like to keep our 401(k) plan sponsors informed of the most up to date rules, regulations, market changes and influences. Our most recent newsletters 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

Retirement Times Newsletter

November 2020

October 2020

September 2020

August 2020

July 2020

June 2020


Fiduciary Memos

CARES Act Summary

SECURE Act

Collective Investment Trusts

Negotiating Retirement Plan Fees

Role of a Retirement Plan Advisor

Vail’s 401(k)…a Yardsale?!?

Fiduciary Briefcase


Webinars

August 2020 Webinar

March 2020 Webinar