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.