Category Archives: Quarterly Newsletters

US markets pushed higher by 11% on the quarter, while international continues to outperform by 12% on the quarter
and 17.9% YTD.

January is Financial Wellness Month – With the start of a new year and a fresh perspective, this month brings the opportunity to do an annual check-up on our financial wellness, revisit our financial goals and adjust them accordingly, and plan for the exciting year ahead!

October is Financial Planning Month – The holiday season is approaching quickly, so it’s the perfect time to discuss budgeting, saving and year-end planning! Take the time this month to check your retirement savings accounts and review your Finanancial wellness goals before the end of the year.

July is Bank Account Bonus Month – Many employers encourage their employees to utilize direct deposit for depositing their paychecks, yet some employees don’t have a bank account. Encourage your plan participants to open a bank account today and reap the benefits!

April is Financial Literacy Month – Celebrate all month long with inspiring messages, helpful tools and planning resources for your employees. Please contact me if you’d like ideas and resources to build out your month-long Financial Literacy Campaign.

Legislative News and Updates – Effective for plan years beginning on or after January 1, 2023, the Department of Labor has updated the participant counting method that determines whether 401(k) and 403(b) plans require an audit.

Secure 2.0 – What you can do now in preparation for the upcoming changes, Catch-up & Roth: To keep… and more

NAPA Top DC Advisor Multi-Office Firms, DC Plan Lawsuit Landscape, Retirement Preparedness, and more.

Secure 2.0 Act of 2022, Important Deadlines, Dollar Cost Averaging (DCA), and more.

Legislative News and Updates, Important Deadlines, Participant News, Alliant Retirement Consulting – In The News, and more.