As flowers and trees begin to bloom, we bring you our spring season quarterly newsletter. In this edition, you will find information on helping employees make their money last as well as financial wellness statistics.
The holidays are approaching, and we hope this edition of the CHP Retirement Times Newsletter finds you and your family well.
Learn how to increase participation and engage employees in their financial wellness, as well as learn the benefits of having a retirement plan committee and the different tax tips for approaching retirement.
Election years, with their uncertainty and increased emotions, cause anxiety for investors. Certainly, there may short-term market volatility around elections, but history suggests that over long-term the economy and markets move higher regardless of election outcomes.
"It's That Time of Year Again!" Summer is drawing to an end and fall is approaching. Kids are gearing up for school and the leaves on the trees are starting to change color.
"A Brighter Tomorrow." It is evident that we have been in challenging times. The Coronavirus has impacted many of us and changed how we live our normal lives.
With sunny weather on the horizon, now is the time your plans for summer fun come to fruition! You may be noticing a surge in activities to add to your calendar and with that comes a surge in upcoming expenses.
This issue of “Advice at a Higher Level” is all about retirement plan health and addressing common issues that arise related to former employee accounts and distributions. We provide best practices for helping prevent uncashed retirement distribution checks and outline the potential “Pros” and “Cons” to forcing out former participants.