Shorter days, kids going back to school (kind of), the return of pumpkin spice flavor any second... We hope you had as good a summer as your Struggle Bus allowed, and are looking forward to autumn and the changes it brings.
If you're like the rest of our clients, you're staring down 2021 and trying to get ahead on your budgets and benefits review.
We're well underway brainstorming ideas: non-qualified plans to help after bailing on safe harbor mid-year, reworking matches and plan design, student loan programs, new financial wellness approaches, creative profit-sharing formulas. Hit reply to book a
call to talk through your situation!
In this newsletter, we've got the latest industry news, as well as some of our recent blog posts. We've also highlighted a few articles from around the web that we found interesting.
We invite you to follow us on social media -- scroll down to find the links.
We welcome feedback, so send your questions, comments, observations to us at hello@retirementplanology.com. We'd love to hear from you!
Best, Courtenay Shipley, CRPS, AIF, CPFA
Regulatory Round-Up
DOL proposed a new rule about Environmental/Social/Governance (ESG) investments in a retirement plan. They're not thrilled. Tread carefully.
Reducing/suspending Safe Harbor? New IRS guidance released says no 30-day advance notice to employees required during COVID-19 if amending between 3/13 - 8/31/2020.
Eligibility for CARES Act retirement plan loans and distributions was expanded. And here are instructions for employees to pay COVID distributions back in the plan.
August 26, 2020 Auto-enrollment features for retirement plans: friend or foe? Let’s talk about what’s available and why they may be worth considering for your plan.
To office or not to office? The author of this article argues that relationships are built in the office setting and says the work from home trend won't last.
We often get questions about Medicare -- it's complex to choose coverage. Here's a resource for everyone from Barron's.
About Us
Our Founder - Courtenay Shipley, CRPS, AIF, CPFA
Our Chief Planologist, Courtenay Shipley, has a diverse background in the retirement plan industry providing a unique foundation for her clients in the areas of fiduciary responsibility, investment analysis, and participant education. During her career, she has provided institutional investment consulting to qualified retirement plans, developed business strategy for a boutique third-party administrator and recordkeeper, conducted over 9,000 education meetings to groups and individual employees, and served the nonprofit market. Need help with your organization's plan? Book a call with us.
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Retirement Planology
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