CARES Act Updates and Clarifications
IRS Notices provide updates and clarifications to the CARES Act, focusing specifically on participant loans and required minimum distributions....
August 13, 2020
Resources
More participants seeking financial counseling help
Featured in Pensions & Investments Magazine, Kelli Send discusses the jump in demand for financial advice during the COVID-19 pandemic and how plan...
August 13, 2020
Money and Diversity: A Path to Promoting Equality in the Workplace (Podcast)
Dive in to a discussion about diversity and money. You’ll learn why things like our culture, ethnicity, and upbringing affect our relationships with...
July 28, 2020
Overcoming Economic Uncertainty
From managing negative emotions to reaping the benefits of financial advice, experts from Francis Investment Counsel discuss strategies for overcoming economic uncertainty....
July 27, 2020
More Updates to the CARES Act and Good News for Safe Harbor Plans
IRS Notices provide updates and clarifications to the CARES Act, plus increased contribution funding flexibility for Safe Harbor Plans....
July 27, 2020
Market Update (Video)
As good news regarding a COVID-19 vaccine and the re-opening of the U.S. economy fuels market gains, Director of Research Ed McIlveen summarizes...
July 15, 2020