On March 27th, The CARES Act, a retirement relief and stimulus bill was signed into law. Please join Cable Hill Partners, JD Fulwiler & Co. and Pension Plan Specialists for a special legislative update and best practices overview in the wake of the COVID-19 pandemic.
See how 3 local companies are helping employers manage their employee benefits through times of crisis, wage reduction and temporary layoffs. Learn how recent legislation is allowing employers to help their employees manage finances through this difficult and unprecedented time.
Thank you for your patience and please stay safe.
Portland, Ore. (June 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. There are just a few short months of clear skies in the Northwest and no matter your interests, there will be plenty of opportunities to get out and go! Now is the time to prioritize and plan.
Portland, Ore. (Sept. 25, 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.
Portland, Ore. (Sept. 13, 2018) — Exciting news! Cable Hill Partners is happy to introduce Mandy Peterson as our newest Relationship Manager, partnering closely with the entire Cable Hill Partners team to provide comprehensive financial guidance to our clients. Mandy is a valuable member of our team and prior to being a Relationship Manager, began her career with Cable Hill Partners as a Client Service Associate and member of our Retirement Plan Service Team.
Portland, Ore. (June 23, 2017) – Cable Hill Partners has hired Kendall Acheson as its newest Lead Advisor. He brings with him a wealth management career spanning nearly 10 years, most recently at Raymond James & Associates. Throughout his career, Kendall has developed a deep understanding of the unique challenges facing business owners and corporate executives.
Cable Hill Partners is proud to welcome Jeff Gates, CFP®, MBA as our newest Lead Advisor. Jeff brings over 12 years of experience providing advice and planning solutions to families and business owners, particularly Portland-area dental professionals.
Founding Partner Brian Hefele just wrapped up his 4th season coaching the Chapman Swifts in the Lincoln Youth Baseball & Softball League. The success of the season was measured in smiles and dog piles after great play on the field. But most importantly this team grew as baseball players, friends and good kids.