Retirement Plan Solutions - Fall 2019

Posted on in category Newsletter

Principal’s Letter

Dear Colleague:

Heightened stock market volatility may have retirement plan participants nervous about their long-term nest eggs and making the “right” decision when it comes to their 401(k)s. In this issue we discuss the importance of being intentional when it comes to investing. We also review highlights from the Investment Company Institute’s research on retirement plan participant behavior.

Socially responsible investing continues to gain momentum as more investors, particularly women and millennials, engage with the idea of investing for mission and performance. In this issue we take a look at this growing trend and some of the considerations for plan sponsors when adding socially responsible investments to their plans.

Lastly, we update you on the latest ABG news, review important upcoming compliance deadlines, provide a quick overview of exemptions to the 10% IRS penalty for early withdrawal, and provide highlights on the legislative front. We hope you find this issue informative. As always, your ABG representative is available to answer any questions you may have.


Dennis Davis, SPHR, CEBS, CPC, AIF®

Principal, ABG Southwest
Retirement Plan Solutions Newsletter – Fall 2019