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Here’s What To Expect During Our Meeting

We’ve sent you an email to confirm your appointment request. We’ll give you a call at the date and time you’ve scheduled and send you a reminder the day before.

What To Bring To Your Meeting

Here’s a helpful checklist for productive meeting. We’ll send you an email with everything you’ll need for our call!

SECURE 2.0: Everything Retirement Plan Fiduciaries Need to Know

Congress just passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2022. . There are many provisions in the new legislation relating to employer plans that fiduciaries should be aware of. Here are the key takeaways you should keep on your radar…