Q3 2021 Newsletter – Measurement and Strategic Planning Edition
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!
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.