The first half of this year has been like nothing we have ever seen before --from record high employment to record unemployment, stimulus packages, the CARES Act, and of course the pandemic itself!
As a plan sponsor, you have been thrown into the mix of adjusting and adapting to all the changes regarding your retirement plan. We can understand how challenging it has been to keep up, managing employees working from home, and trying to move forward as a company.
This is why our Q3 newsletter focuses on managing and measuring your retirement plan and financial wellness initiatives.
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.