Sat, Aug 1st 2020 03:00 pm

In this issue:

Back to School for Fiduciaries!!  Time to review your "to-do" list of responsibilities and ask yourself some very important questions!

 

What is the Fastest Growing Investment Vehicle within 401(k) plans??  Collective Investment Trusts (CITs) are now playing an important role in the markets and the advantages of CITs are plentiful.

 

Allowable Plan Expenses:  Can the Plan Pay?... Check out the General Principles of Allowable Expenses Included.

 

...and in the Participant Corner: Have you done a Retirement Plan Check-up?  This will help with making sure you are on track to reach your retirement goals.