401(k) & Retirement Services Newsletter
January 2019
Investing for the Long Term Amid Stock Market Volatility

When faced with stock market volatility, it’s critical to take the long view. We help keep things in perspective with a look at why disciplined investors have been rewarded for their patience during wild swings in the market. 
[ Read More ]
ERISA Record Retention Requirements In Plain English

How long do you need to keep that? [ Read More ]

New 401(K) Legislation Could Bring Big Changes For Retirement Savers

Possible legislation on the table...[ Read More ]

Resolving to Meet Fiduciary Duties

New Year's Resolutions for Fiduciaries...[ Read More ]

Litigation Lessons for 2019

Protect yourself from litigation in 2019...[ Read More ]

Helping Employees Build Emergency Savings

Retirement plans would benefit from employees having emergency funds...[ Read More ]

Our Retirement Team:
Email | (512) 275-2716

Email | (512) 370-3251

Email | (512) 370-3236

Email | (512) 370-3229
Email | (512) 370-3259

Email | (512) 370-3268

Email | (512) 275-2744
About Our Corporate Retirement & 401(k) Plan Services:
Our retirement plan services include specialized consulting and advisory services for tax‐qualified retirement plans, including 401(k), profit sharing, pension and cash balance plans. We design and manage tailored retirement plans that benefit business owners and their employees by an investment philosophy based on a long-term outlook and full transparency in pricing with no hidden fees.  

We offer a better, next generation 401(k) plan for you and your employees, focused on giving you:

  • Employees financially ready for retirement
  • Confidence you have the support to manage regulatory compliance of your plan
  • High quality investments managed professionally
  • Transparency and benchmarking of the fees and value you receive
  • Excellent service so you can focus on what you do best
(512) 275-2700
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