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

September 2020

August 2020

July 2020

June 2020

May 2020

April 2020

March 2020

Fiduciary Memos

CARES Act Summary


Collective Investment Trusts

Fiduciary Briefcase


August 2020 Webinar

March 2020 Webinar