Dear Michael,

Navigating a workplace retirement plan can feel like finding your way in complete darkness. But what if you could flip the switch and light the path to making informed decisions about your company’s 401(k) plan?

Let’s explore some of the critical elements of workplace retirement plans. Our goal is to equip you with the knowledge you need to evaluate your current 401(k) plan with clarity and confidence, toward ensuring that you will make the best choices for your business and your employees. We'll guide you through pro tips for identifying a healthy plan, discuss recent legislative changes, and introduce fresh innovations. 

Whether you are evaluating your current plan or just curious about how to improve your retirement plan experience, we're here to help. Contact us today with any questions about your retirement plan.

Thank you,

Phillip Powers, AIF®                                                       

Accredited Investment Fiduciary (AIF)

ppowers@focus401kgroup.com

Michael Rubenstein, AIF®                            

Accredited Investment Fiduciary (AIF)

mrubenstein@focus401kgroup.com

16415 Addison Road, Suite 312

Addison, TX 75001

(214)373-4113

 www.focus401kgroup.com

* The deadlines in this calendar are for plans with calendar-year plan years. If the filing deadline falls on a Saturday, Sunday, or legal holiday, the DOL provides that filing dates are delayed until the next business day. This calendar is intended to provide plan sponsors with a list of notable deadlines and is not a substitute for consultation with ERISA counsel, and in no way represents legal advice.

Focus 401(k) Group, LLC, a SEC Investment Advisor

Focus 401(k) Group, LLC outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.