Retirement Plan FOCUS Bulletin
This issue covers information on our integration with JetPay, historical facts that may help participants feel less anxious during volatile markets, and 2019 contribution limits for retirement plans.
We’re pleased to announce our 360° integration with Paylocity (a national payroll provider) to automatically exchange critical data regarding your plan and essential payroll data. This issue also provides insights into ESG – environmental, social, and governance investing; plus how we’re assisting our clients with smarter ways to engage participants.
Our latest issue highlights a new benefit from our team. FFA now supports the ability of our clients to make employer contributions on behalf of 401(k) participants who are making contributions to student loans. Plus, we provide insights and tips on how to create a better plan by understanding the correct definition of compensation.
This end-of-year issue covers the success of our first “Pre-Retirement Seminar” and our goal to provide these seminars throughout our 5-state footprint in 2019 for our clients and prospects. You’ll also learn how one of our system enhancements can help streamline the loan repayment process and how some Cybersecurity initiatives can adversely affect service levels.
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