401(k) & Retirement Services Newsletter
January 2020
Social Security Education a Must-Have for Retirement Plan Participants

Helping employees plan for Social Security can make all the difference... [ Read More ]
Government Funding Legislation Includes the SECURE Act, Which Changes Retirement Plan Requirements

The Ins and Outs of the SECURE Act... [ Read More ]
Millennials want student loan benefits over 401(k)s. Here's why that's a problem.

Financial security for younger workers should focus on both 401(k) and paying down debt... [ Read More ]

Ways to Combat Leakage

Leakage from retirement plans is a serious issue that needs to be addressed... [ Read More ]
8 benefits young job seekers look for today

Young job seekers may have different benefit needs... [ Read More ]

The new year is a great time to clean-up your online habits and start making smart decisions when it comes to internet safety.

Change all your passwords on a regular basis. Use complex passwords, and do not use the same password for more than one account. Never click on links or attachments from people you do not know in social media, emails or text messages. Did you know that you can hover over the email address to see the actual email address of your sender? Sometimes it may “appear” to come from someone you know when it does not! Read here for more helpful cyber security tips.

Have you heard? The experts are warning against abbreviating the year 2020. Read here for more information on why.
Want more great articles on investment topics?
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
Website | About Us   | Services  |  Team  |  Insights  | Contact