Q2 2021 Newsletter: Financial Wellness Edition

  • Bjork Group

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We are excited to welcome Q2 with the theme of Financial Wellness! This quarter, we are going to touch on some important topics that impact your bottom line and the financial health of your employees.

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Video: 4 Actions to Help Reduce Retirement Plan Litigation

  • Bjork Group

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Your company retirement plan should be a valued benefit, not an open door for lawsuits!

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Three Pillars of Wellness: Mental, Physical, and Financial Guide

  • Bjork Group

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As the seasons change, employees may need a check-up from their employers to make sure they are in good health!

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The Importance of a Retirement Plan Committee & Annual Reviews

  • Bjork Group

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Retirement plans are complex and have many moving parts; as such, many plan sponsors create retirement plan committees to help keep them running smoothly. They may be called “investment” or “administrative” committees and can range in size.  Regardless of the name or number of people involved, the committee’s organization, process and documentation are key to success.  

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Annual Retirement Plan Checklist

  • Bjork Group

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As a plan sponsor, you are responsible for keeping your plan in compliance with government regulations.

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ERISA Update: 5 Big Changes Plan Sponsors Need to Know

  • Bjork Group

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If navigating a worldwide pandemic weren’t enough, the world of employee benefits continues to throw curve balls at employers and plan sponsors who must constantly keep up. Below are 5 big changes that retirement plan decision-makers should know about.

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Q1 2021 News and Information for Employers

  • Bjork Group

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2021 Compliance Calendar

  • Bjork Group

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Video | Market Volatility - We've Been Here Before

  • Bjork Group

Headline Image - Market Volatility Weve Been Here Before

Turbulent times can bring turbulent stock markets, leaving your employees worried! Market downturns, as we know, are a part of any investing life cycle and experts agree it is best to stay invested.

Encouraging your participants to stay the course can be challenging, but looking back on history supports trusting the process. While we had market downturn such as the 2008 Market Crash and the Tech Bubble Burst, history shows that we were able to recover and come back much stronger than before.

Watch the video below:

 

Sean C. Bjork, CIMA®, AIF®

Vice President

Bjork Group

1033 Skokie Boulevard, Suite 210

Northbrook, IL. 60062

p.312.464.7082

seanbjork@bjorkgroup.com

www.bjorkgroup.com

 

Employee benefit consulting offered through The Bjork Group, Inc. Securities and Retirement Plan Consulting Program advisory services provided by Bjork Asset Management, Inc. offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Independent Financial Partners (IFP), a registered investment advisor. IFP, Bjork Asset Management, Inc. and The Bjork Group, Inc. are separate entities from LPL Financial.

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