Retirement plan rules are changing, and we are here to keep you informed and updated. Here's what you need to know:
• Plan Provisions & SECURE Act 2.0: Automatic enrollment, Roth options, student loan matching,
and more. Is your plan designed for today’s workforce?
• Retirement Readiness: Employees need simple, helpful education to make confident choices.
How to utilize pre-retiree education to support their journey.
• Forfeitures, Missing Participants, & Force-Outs: Unvested dollars, outdated contact info, and
small accounts can drag your plan down. A quick checklist to clean things up!
CURTIS S. FARRELL, CFP®, AIF®
949.455.0300 x222
cfarrell@fmncc.com
ARAN SAHAGUN, CRPS®
949.455.0300 x210
asahagun@fmncc.com
Investment advisory services are offered by Financial Management Network, Inc. (“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC.
This information is provided as a general guide to educate plan sponsors. It is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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