Broker Check

Benefit and Investment Briefing


February 2021

Welcome! The latest edition of our quarterly Benefit and Investment Briefing is now available!  

In this issue, we take a look at the following:  

We invite you to take a few minutes to check out our custom articles, market updates and Tycor happenings so you can stay up to date. We hope that you find the articles helpful and informative.  

You can also visit our News & Events and Blog pages.  Here are some highlights of our most recent blogs:

Let's get social...make sure you are following us on LinkedIn and Facebook and let us know what topics are of interest to you!

As always, we are happy to help you along your path to Live Well, Retire Comfortably

Enjoy!

J. Timothy Corle, CPC, CFP®
President, CEO

The Start of a New Year: Getting Your Finances in Order

General guidance to kick off the year.

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Is Your Document Signed?

Plan restatements are required to be completed by July 31, 2022 for all defined contribution plans.  

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Medical Insurance Premium Outlook for 2021; COVID-19 and Government Funding Legislation Signed into Law; WealthCare Saver to Assume HSA Custodial Responsibilities March 13

Our annual review of the insurance market in the region.

On December 27, 2020, the Consolidated Appropriations Act, 2021 was signed into law and provides for relief related to the COVID-19 pandemic, as well as government funding. 

Effective March 13, 2021, WealthCare Saver will assume custodial responsibilities for all Health Savings Accounts (HSAs) offered through Independence.

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Monthly Market Insights - As of January 2021

A tumultuous year ended on a positive note as stocks rose in December, spurred by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill.

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Tycor Has Been Busy!  

Learn about Tycor events, Webinars and staff happenings. 

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Did You Know?

Recent Social Security Administration announcement -- and more!

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