Free Retirement Plan Education! Don’t miss out! We’re opening our private office hours sessions to everyone in our new virtual Coffee Talks.
Provide Expanded, Timely Benefits to your Employees Without Additional Costs to Your Organization
Join us June 16 – 10:00 am Eastern as PensionmarkMeridien hosts Kate Greene and Katie Dreiling from Colonial Life for a discussion on how offering voluntary benefits can help to reduce costs, increase benefits offered to employees, and provide a virtual enrollment solution, reducing HR enrollment workload.
We know that working remotely can be difficult; Give Yourself Some Credit! (CE Webinar)
Join PensionmarkMeridien and The Retirement Learning Center (info@retirementlc.com) as they present: Practical and Tactical Actions for Plans Amid the Challenging Environment
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may allow you to manage your taxes and benefit the charity. If you have held the stock for more than … Read More
CARES Act Update on EBSA Disaster Relief Notice 2020-01
CARES Act Update: On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject to ERISA.
PensionmarkMeridien Thanks Clients in Action: Profiles in Kindness
Today’s Client in Action: Direct Federal.
They deployed a Community Action Group, made up of Direct Federal employees, to proactively reach out to high-risk members and address any needs they have.
PensionmarkMeridien Thanks Clients in Action: Profiles in Kindness
Today’s Client in Action: Franklin Sports.
The family run business, which started in 1946, knew they wanted to make a difference during this pandemic. After some research, Franklin Sports decided to partner with one of their trusted factories overseas to produce large quantities of FDA approved, Level 1 ASTM Disposable Face Masks
PensionmarkMeridien Thanks Clients in Action: Profiles in Kindness
Today’s Client in Action: Family Services of Rhode Island
Since the start of the pandemic, Family Service of Rhode Island has served over 4,352 people in need through their BE SAFE Campaign by delivering kits.