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Q3 2021 Newsletter – Measurement and Strategic Planning Edition



As the first half of the year phases out, it’s time to focus on measuring and begin strategic planning for your retirement plan. There’s a lot of new items on the agenda this year, from the CARES Act rules for repayment of loans to SEPs, MEPs and PEPs. Plan sponsors may have a lot of their plates.


This quarter, we’re helping you make sense of all of the normal duties as well as the new plan sponsor obligations. Jump right in with our Q3 newsletter!







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CONTACT PWMG 401(k) ADVISORS

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PWMG 401(k) Advisors

WORCESTER

324 Grove Street
Second Floor

Worcester, MA 01605

CHICOPEE

450 Memorial Drive, Suite 407

Chicopee, MA 01020

Phone: (855) 508-401k
Fax: (508) 519-8426

Web: www.pwmg401k.com

Email: info@pwmg401k.com

Check the background of this firm on FINRA’s BrokerCheck.

 

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WA, 

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