In this issue:
"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. It is the start of a new era where everyone is creating a new way of living and going about their lives, work, and interactions with others differently. It is the start of navigating what the "new normal" is.
With the new IRS regulations and market volatility, it has raised a lot of questions for retirement plans. What better time than now to complete a “retirement plan check-up” and learn ways on how you can improve the plan from a fiduciary standpoint. This includes fulfilling your fiduciary responsibility and reviewing plan expenses to accurately filing your Form 5500.
In times of uncertainty, let’s make sure there is none when it comes to your retirement plan.
Articles
- It’s That Time Again! Back-to-School for Fiduciaries
- Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500
- Allowable Plan Expenses: Can the Plan Pay?
- Participant Corner: Retirement Plan Check-Up
On the subject
401(k) Fiduciary Responsibility Series: Diversifying Plan Assets and Minimizing the Risk of Large Losses
Today’s topic will be in the Investment Selection, Monitoring and Removal area – specifically, the importance of diversifying plan investments to minimize the risk of large losses – a primary duty of all fiduciaries.
Retirement Plan Times Newsletter: Advice at a Higher Level, Q4 2023
Fall is here and 2024 is just around the corner (gasp!). Welcome to our 4th quarter edition of CHP Retirement Times. As participants prepare for any year-end updates to their retirement plan, Cable Hill is here to help! Feel free to contact Nicholas or Ryan at 503.765.1223 or at retirementteam@cablehill.com
Retirement Plan Times Newsletter: Advice At A Higher Level, Q1 2022
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.
Retirement Plan Times Newsletter: Advice At A Higher Level, Q4 2021
The holidays are approaching, and we hope this edition of the CHP Retirement Times Newsletter finds you and your family well.
Retirement Plan Times Newsletter: Advice At A Higher Level, Q2 2021
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.
Retirement Plan Times Newsletter: Advice At A Higher Level, Q1 2021
Learn how to prevent making common fiduciary errors and what to do with those terminated employees who have left their account balances in your plan.
Retirement Plan Times Newsletter: Advice At A Higher Level, Q4 2020
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.
Retirement Plan Times Newsletter: Advice At A Higher Level, Q2 2020
"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.
Retirement Plan Times Newsletter: Advice At A Higher Level, Q2 2019
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.
Retirement Plan Times Newsletter: Advice At A Higher Level, Q3 2018
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.