Tuesday, November 17, 2015

Reminder Dates for Retirement Plan Participant Notices

As we approach year end, now is the time to handle the distribution of annual participant notices as required by ERISA.

Strategic Benefit Services created this chart to remind plan administrators of the notices required for distribution, and their applicable deadlines.

Please call or email with questions about this Retirement Plan Participant Notices Chart, or for information on how Strategic Benefit Services can enhance your organization's retirement offering.

Thursday, November 5, 2015

Q3 Retirement Market Recap

Stock investors experienced the first correction in nearly four years in August when the S&P 500 declined 12.5% from its recent high. So, what triggered this one?

Read the Q3 Retirement Market Recap to review the key market drivers for the third quarter financial performance. The SBS Retirement Market Recap provides a summary of market and economic events which have influenced the financial markets in the past quarter.

Should you have questions about this Market Recap, or for information on how Strategic Benefit Services can enhance your organization's retirement offering, please contact us by calling (855) 882-9177 or email us at sbs@hanys.org.