Retirement Plan Newsletter

In the March 2017 issue of our newsletter; please see articles with discussions on:

  • Assessing the International Equity Markets – The end of 2016 saw another subpar year in the international equity markets when compared to the U.S. equity markets. Yet, while there are risks involved with international investing, there are also good reasons to continue to support having a dedicated international asset class in your lineup. Learn more in this month’s newsletter.
  • 2017 Tax Saver's Credit – Participants may be eligible for a valuable incentive, which could reduce their federal income tax liability, for contributing to your company’s retirement plan. If they qualify, they may receive a Tax Saver’s Credit of up to $2,000 ($4,000 for married couples filing jointly) if they made eligible contributions to an employer sponsored retirement savings plan. Find out more about the tax savers credit by in our newsletter.
  • Test Your CIT Knowledge – More retirement plan sponsors are considering collective investment trusts (CITs), along with mutual funds and other investment vehicles, as a part of their investment menus.  As knowledge is growing about CITs (pooled investment funds designed exclusively for qualified retirement plans), there are still many questions about how CITs work. Please review our newsletter to learn more about CITs.
  • IRS/DOL Plan Error Self-Correction Programs – In the event that a plan discovers a practice breach based on IRS or DOL regulations, they may be well advised to attempt to apply for one of the self-correction programs identified in our March newsletter.

Please Download the March 2017 issue of the Retirement Plan Newsletter by filling out the short form at left.

Contact Us:

karen sanchezJoe Connell, AIF®, QPFC, CRPS®, RF™
Partner, Retirement Plan Services

Joe has dedicated the past 15 years to helping organizations improve and enhance their retirement programs. His long-term track record of success is a result of working with hundreds of employers in implementing prudent processes designed to reduce fiduciary liability and plan expenses, meet specific plan objectives and significantly improve participant outcomes.  

Investment advisory services offered through Sikich Financial, a Registered Investment Advisor.

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