The economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows.
Coffee Talk: Investors Protect Yourself From Yourself
Join our host, Mark Geraigery as he discusses Protecting yourself from yourself.
Explaining that; HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing.
Webinar on Providing Expanded Benefits to your Employees Without Additional Costs to Your Organization
In our current environment, employers are focused on reducing costs, often by reducing employee benefits. Employers are also seeking to bolster the benefits available to their team members – and learn how you can do just that at no additional cost.
June’s Monthly Economic Update
In this month’s recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine.
OFFERING FREE RETIREMENT PLAN EDUCATION (Webinar)
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.