With 2021 approaching fast, it’s time to start thinking about end-of-year initiatives to thrive in the “new normal” and keep your company’s retirement plan on track.
Our newsletter covers strategic topics such as missing participants, understanding and staying the course during volatile markets, refreshing plan documents, as well as new ideas for 2021.
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MATTHEW C. MONROE, AIF®, CRPS®
5000 Brittonfield Parkway, Suite 106
East Syracuse, NY 13057
Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Retirement & Benefit Partners of Central New York, a separate entity from LPL Financial.