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December 2021 Newsletter

December 2021 Newsletter

Cybersecurity Best Practices for Plan Sponsors Participant data and financial accounts comprise some of the most sensitive and potentially vulnerable information under a company’s care. These highly valuable assets can be an attractive target for cybercriminals and...

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November 2021 Newsletter

November 2021 Newsletter

3 Tactics to Combat the Great Resignation During the pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of Labor Statistics (BLS), four million employees (2.7%) resigned their positions in April 2021, the largest number ever...

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October 2021 Newsletter

October 2021 Newsletter

DOL Cybersecurity Tips In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all sensitive information is highly protected. This document showcases some tips and tricks for plan sponsors....

read more
December 2021 Newsletter

December 2021 Newsletter

Cybersecurity Best Practices for Plan Sponsors Participant data and financial accounts comprise some of the most sensitive and potentially vulnerable information under a company’s care. These highly valuable assets can be an attractive target for cybercriminals and...

read more
November 2021 Newsletter

November 2021 Newsletter

3 Tactics to Combat the Great Resignation During the pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of Labor Statistics (BLS), four million employees (2.7%) resigned their positions in April 2021, the largest number ever...

read more
October 2021 Newsletter

October 2021 Newsletter

DOL Cybersecurity Tips In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all sensitive information is highly protected. This document showcases some tips and tricks for plan sponsors....

read more
September 2021 Newsletter

September 2021 Newsletter

When It Comes to Financial Wellness… the Time Is Now While one could say it’s always a good idea to focus on well-being of any type — whether that’s physical, mental, or financial wellness — there’s perhaps never been a more important time to help employees improve...

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White Papers

Articles

Participant’s Corner

Time for a Financial Check Up

Time for a Financial Check Up

With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or...

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Carving a Holiday Budget

Carving a Holiday Budget

The holidays are a time for giving, but often people can be a little overgenerous during this time of year and later find themselves in financial trouble. According to a survey by Country Financial 32 percent are feeling the greatest stress around holiday finances.1...

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What is Roth and What Does it Mean for Me?

What is Roth and What Does it Mean for Me?

When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive. You pay taxes on Roth contributions for the taxable year in which they are made. “Traditional” contributions typically means that...

read more
Time for a Financial Check Up

Time for a Financial Check Up

With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or...

read more
Carving a Holiday Budget

Carving a Holiday Budget

The holidays are a time for giving, but often people can be a little overgenerous during this time of year and later find themselves in financial trouble. According to a survey by Country Financial 32 percent are feeling the greatest stress around holiday finances.1...

read more
What is Roth and What Does it Mean for Me?

What is Roth and What Does it Mean for Me?

When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive. You pay taxes on Roth contributions for the taxable year in which they are made. “Traditional” contributions typically means that...

read more

School is now in session! Let’s check if you’re preparing for retirement and review the following items we’ve listed below. Contribute to your Retirement Plan It is imperative to keep track of your retirement plan and set aside a percentage of your income. It’s...

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