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Coronavirus and Retirement Savings: Lessons to help mitigate long-term retirement savings mistakes

It’s easy to say “stay calm” but harder to actually walk the walk. Keeping emotions out of investment strategies can be challenging even on a normal day. Add a dose of a health pandemic, in this case the worldwide coronavirus, and you could have a recipe for widespread investor panic. Unfortunately, that recipe could be a breeding ground for long-term retirement savings consequences. As we have seen, COVID-19 is wreaking havoc on financial markets, both in the U.S. and abroad. Recently, the Dow Jones Industrial Index has resembled a car dealership air dancer, wildly flailing about, bending all the way to the ground and then randomly bouncing straight back up for a moment or two. However, the

3 DOL Hot Buttons

DOL audits can be stressful, complicated and expensive! The best way to handle one is to avoid it in the first place. Through our experience, we’ve outlined three hot button issues that are major red flags for the DOL. Watch our short video for the tips and best practices to help manage risk.

Getting Your Ducks in a Row: Documents Adults Need

While we firmly believe life is meant to be lived, we also know that it’s important to have peace of mind in the event of an emergency. Your employees might be in the dark about the most important documents they would need if something were to happen to them. To help, we’ve put together a comprehensive checklist for your employees to organize their lives. Share this with your employees at the next employee education meeting! Download the Infographic >>

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