Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Have you ever wondered what your fiduciary liability is as a 401(k)-plan sponsor? And if you’re taking the right steps to protect yourself? This webinar may be for you if you are asking yourself questions such as: What process should I use to make decisions about our 401(k) plan? Or how should I compare our 401(k) plan services and costs to other options available in the marketplace?
Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?
What if my spouse is gone tomorrow? What if I live to 110? What If I want to retire as soon as possible? What if I have a Long-Term Care event? Where do you seek guidance, clarity, and understanding on your financial plan to help address these questions?
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.
This year came with a few surprises, to say the least. We didn't let that stop us from pursuing our goal of Truly Caring For our clients, our communities, and our team.
