Work your way through it little by little, and give us a call if you have questions or feel any of these areas need more attention:
Seasons Greetings
However you celebrate the winter season, all of us at PensionmarkMeridien wish you a happy and healthy season.
Did you see…
Did you see that our own David Radoccia was quoted on the website fiduciarynews.com on the new DOL fiduciary rule change. See the quote here: https://fiduciarynews.com/2022/11/will-dols-new-esg-fiduciary-rule-change-how-401k-plan-sponsors-pick-investments/
The Weekly Economic Update
In this week’s recap: Easing on rate hikes and job numbers cheer markets.
For Immediate Press Release
PensionmarkMeridien (“Meridien”) enters into an asset purchase agreement with Providence, RI based compton capital management, LLC (“Compton”)…
Is Your Current Advisor on Your Naughty or Nice List ?
You can celebrate your holidays, while we help with your Retirement Plan wish list.
Understanding Medicare
Learn how to plan for Medicare by understanding the history, the parts, how they work, enrollment rules, and the costs associated with program.