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978.777.6554

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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

April 2022

May 2022


Fiduciary Hot Topics

Fiduciary Hot Topics Q1 2022

Fiduciary Hot Topics Q2 2022


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

Legal Update - February 2021 Webinar

August 2020 Webinar

March 2020 Webinar

Contact

Ipswich Bay Advisors

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

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