Q4 2021 Newsletter – Strategic Thinking Edition



It’s hard to believe that this year is nearing the end, but with a new one approaching comes plan sponsor responsibility and proactively thinking about 2022.

Employees are still recovering from the pandemic and a K-shaped economy; whether or not employees are financially stable, they might need some advice to alleviate stress and get back on track. Employers can help by getting together with their plan advisor and discussing common employee FAQs.

More and more employers are establishing a group to manage and make decisions about their retirement plan benefits. Retirement plan committees can have a huge impact on fiduciary duty and how successful employees are at preparing for retirement.

Start strategically thinking about the end of the year and new year with our Q4 newsletter.

PWMG_401k Advisor_Newsletter_Q42021
.pdf
Download PDF • 1.86MB

If you have questions or need more information on any of these topics, reach out to us!

WORCESTER

324 Grove Street Second Floor

Worcester, MA 01605


SPRINGFIELD

1350 Main Street 10th Floor, Suite 1008

Springfield, MA 01103


PHONE: (855) 508-401k

FAX: (508) 519-8426

WEB: www.pwmg401k.com

EMAIL: info@pwmg401k.com


Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.









Featured Posts
Recent Posts
Archive
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square
Search By Tags
Follow Us