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Measurement and Strategic Planning Edition

Measurement and Strategic Planning Edition

| July 23, 2021
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As the first half of the year phases out, it’s time to focus on measuring and begin strategic planning for your retirement plan. There’s a lot of new items on the agenda this year, from the CARES Act rules for repayment of loans to SEPs, MEPs and PEPs.  Plan sponsors may have a lot of their plates.

This quarter, we’re helping you make sense of all of the normal duties as well as the new plan sponsor obligations. Jump right in with our Q3 newsletter!

>>Download the Newsletter>>

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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