The workforce is changing as we know it, and efforts like DEI, sustainable ESG investing and proactive preparation for DOL audits can help employers like you keep up with this transformative period.
As you look for new ways to refresh your retirement plan in the new year, consider the trending opportunities outlined in the Q1 2022 Newsletter: Fiduciary Plan Governance Edition.
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Timothy Corle CPC, CPFA, CFP®
Tycor Benefit Administrators, Inc. ®
850 Cassatt Road, Suite 310
Berwyn, PA 19312
Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Tycor Benefit Administrators, Inc.® or any entity referenced herein. Click here to view Form CRS
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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