Your Retirement Resource: Happy Spring!
Happy Spring!
We hope the year is treating you well so far. Here in the Northwest, Spring has not quite sprung and we are quite looking forward to a few more sunny days.
Included in this quarter's issue are a few things we think you'll find of interest:
Case studies in retirement plans. We've included a couple of case studies this month to give you a flavor for what we've been excited to work on so far this year.
We recently rolled out our 10 Steps to Financial (AKA Freedom) workshop. The workshop is a step by step guide with resources to help employees take small steps to create the habits that will set them on a path of financial stability and freedom. You can download a preview below. This is available to all clients.
What's Happening in Washington? You can download our client update on Secure 2.0 and also find out the latest developments in socially-responsible investing (ESG) that could impact you and your employees.
Our latest thoughts on the markets are also included and, as always, it is written with your plan participants as the intended audience, and an eye to how we can help them understand and navigate the financial markets in their own financial planning.
We are excited to continue to support you and your employees in 2023. We hope you enjoy and let us know what you think.
Katrina and Team
You can read the entire newsletter HERE!