Broker Check

Benefit and Investment Briefing


August 2020

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

This month, we're celebrating two anniversaries!  It has been 40 years since we opened our doors AND we are very happy to honor Kathy Daly, QPA, ERPA / Senior Pension Administrator for her 40 years of service with Tycor!   Join us in a celebratory stroll down memory lane.

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

Eight Important Retirement Planning Milestones

Here are some important ages/milestones you should be aware of when planning for retirement.

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Electronic Notices OK per DOL – Now What?

On May 27, the DOL released final regulations about providing legally required notices and documents for participants electronically.

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COVID-19 Stops the Clock on Certain Health Plan Deadlines

The national COVID-19 pandemic has brought with it sweeping changes to health plans, including the addition of an Outbreak Period. 

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Monthly Market Insights - As of July 2020

Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow the pace of their economic reopening.

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Tycor Has Been Busy!  

Learn about Tycor events, Webinars and staff happenings. 

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Did You Know?

IRS Announces 2021 ACA Affordability Indexed Amount; IRS 2021 Health Insurance Limitations Announced.

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