In this Issue:
The holidays are approaching, and we hope this edition of the CHP Retirement Times Newsletter finds you and your family well. In this edition, we cover proactive measures for your financial security in relation to emergency savings and cybersecurity. In addition, you’ll find information on Self-Directed Brokerage Accounts, ROTH IRAs, and Regret Aversion.
Articles
- Emergency Savings
- Department of Labor, Cyber Security Tips
- Self-Directed Brokerage Accounts
- Regret Aversion: Fighting FOMO
- Participant Corner: What is Roth and What does it Mean for Me?
On the subject
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, 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, Q3 2020
"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.
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.
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.