Newsletters

Happy Holidays
We want to take a moment to express our sincere gratitude for your unwavering support and partnership throughout this year. Your trust in our company has been a cornerstone of our success and we are immensely grateful for the role you've played in our growth. Your...

Participant Corner: Financial Frost Checkup
As the winter season blankets our surroundings, it's the perfect time to conduct a comprehensive review of your financial situation. Adapting to Life's Changes Reflect on the past year and consider any shifts in your personal, family, or financial life. If changes...

IRS and Security Summit Offer Online Safety Tips
As National Cybersecurity Awareness Month wraps up and tax season approaches, the Internal Revenue Service and the Security Summit partners today reminded taxpayers, including families with children, to remain vigilant against potential online threats. Without proper...

Boosting Lower Wage Earners’ Retirement Readiness
A recent Vanguard report sheds light on the pressing challenges faced by retirees across different income brackets. The findings reveal that lower income workers allocate a significantly larger portion of their pre-retirement income to meet their daily needs, leaving...

Navigating the Complexity of EBSA Investigations
Members of the House of Representatives recently raised concerns regarding the Department of Labor’s EBSA investigations into plan sponsors, citing them as lengthy and burdensome, and called for reform. In a Sept. 19 letter to Acting Labor Secretary Julie Su, Rep....

Participant Corner: Gobbling Up Good Financial Habits
Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later result in financial stress. According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday...

401(k) Fears: What’s a Plan Sponsor to Do?
Sound investment decisions are rarely made under the weight of worry. The field of behavioral finance points to a number of cognitive distortions that feed on investor fear and can plague participants’ decision-making while compromising their retirement readiness....

Fed Rate Decision: Implications for Sponsors
In September, the U.S. Federal Reserve announced it would hold interest rates steady for now but signaled at least one more hike may lie ahead before the end of the year. Moreover, rates are likely to stay elevated, as the Fed also indicated it expects fewer cuts than...

The Top Three Reasons to Outsource Fiduciary Services
Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on their core businesses, rather than spending time on areas outside their expertise. For...

Participant Corner: Stress Testing: Your Retirement Safety Net
You’ve been diligent—saving, monitoring retirement accounts, consulting your advisor. But are you prepared for life’s uncertainties? Your retirement plan relies on assumptions: savings, investment duration, inflation, and returns. Life, however, loves throwing...
This communication is strictly intended for individuals residing in the states of FL, GA, MA, and SC. No offers may be made or accepted from any resident outside the specific states referenced.
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St. Petersburg, FL 33701
685 Encino Drive
New Braunfels, Texas 78130
877-752-3849
PlanInsight@advizrs.com
