Retirement Plan Newsletters

Relevant news, updates and resources for retirement plan sponsors and fiduciaries.

In our March 2019 issue of the Sikich Retirement Plan Services newsletter, please see articles with discussions on:

  • The Department of Labor recently issued benefit plan guidance for the 2018 California wildfires. This guidance generally applies to all parties involved in employee benefit plans in areas identified by FEMA as disaster areas. The guidance provides relief for many participant and plan related activities. Please see the newsletter for more details.
  • Participant Retirement Planning: There are many financial metrics associated with planning for retirement by employees, such as savings rates and withdrawal strategies, but one area that is just as important is the non-financial side of retirement and determining the lifestyle a person may envision as they enter retirement. Please review our March Newsletter for more details on what to include in your retirement planning decisions.
  • Lastly, we include questions you should ask when evaluating a potential ERISA counsel for your retirement plan. Please read our March 2019 Retirement Plan Services newsletter for more suggestions on how to proceed with an RFP for an ERISA attorney for your plan.

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