Jonathan Martinez’s Post

RFPs are a great way for plan sponsors to evaluate and select a plan advisor that is best suited to meet the needs of their company and employees. Our blog post discusses why you should conduct an RFP and the 10 best practices for conducting a 401(k) advisor RFP. Click the link below to learn more! #planadvisors #RFP https://hubs.li/Q02TtVsC0

Did you know that 52% of the workforce identify as caregivers? Employees are finding significant challenges between balancing their job duties with the demanding responsibilities of caring for a family member. Our blog post dives deeper into the specific challenges that your employees might be experiencing and ways that you can help to make them feel more supported at work! #caregiving #plansponsor https://hubs.li/Q02TtYzW0

Fiduciary responsibility is a critical aspect of managing retirement plans, as it involves acting in the best interest of plan participants. Non-fiduciary roles, on the other hand, may not have the same level of responsibility and accountability. By understanding these distinctions, you can ensure that your employees' retirement plans are in good hands. Don't let uncertainty hold you back from providing the best possible retirement options for your employees. Check out our blog post now to gain a clear understanding of fiduciary and non-fiduciary roles in plan management. #retirementplanning #fiduciaryresponsibility #nonfiduciary #planmanagement https://hubs.li/Q02K39510

Selecting the right retirement plan advisor is essential for the success of any company's retirement plan. Our latest blog post is a must-read for plan sponsors looking to make this crucial decision. We've outlined key considerations and best practices to help guide you through the selection process. #retirementplanning #financialadvisor #companybenefits https://hubs.li/Q02K2JPm0

Knowledge is key, and by educating yourself on the benefits of retirement planning, you are empowering your team to secure a brighter future. Click the link below to access our informative blog post and start transforming your workplace today! #retirementplanning #employeebenefits #financialwellness https://lnkd.in/g4e9zj-V

An investment committee can serve an important role with 401(k) plans. As fiduciaries, they are charged with making investment decisions in the best interest of plan participants. Their role typically includes reviewing the services provided to plan participants, establishing the investment policy for the retirement plan, hiring investment advisors and managers, monitoring plan and investment performance and ensuring that the plan’s fees are reasonable in light of the services being provided. If you are thinking of forming an investment committee for your plan, here are four best practices to consider: https://ow.ly/SG2u50SJvnk #401k #403b #Pensionmark #orangecounty #oc #retirement #planadviser #fiduciary #retirementplanning #financialplanning #pension

As a plan sponsor, you spend a lot of time with your advisor making sure your workplace retirement plan is as competitive and effective as it can be. You put in great effort selecting a diverse menu of investment options, determining the most effective plan design features, educating employees about the importance of saving, taking on fiduciary responsibility for the plan — and everything else in-between. You should feel very proud of these efforts. Results from a recent survey confirm you are providing your employees with a benefit they highly value, and it is making a difference in their financial lives. https://ow.ly/755850SJvho #401k #403b #Pensionmark #orangecounty #oc #retirement #planadviser #fiduciary #retirementplanning #financialplanning #pension

PLAN SPONSORS ASK... Q3 2024 https://ow.ly/Rkzn50SJv9a #401k #403b #Pensionmark #orangecounty #oc #retirement #planadviser #fiduciary #retirementplanning #financialplanning #pension

U.S. commercial real estate prices fell more than 11% between March 2022, when the Federal Reserve started hiking interest rates, and January 2024. The potential for steeper losses has chilled the market and still poses significant risks to some property owners and lenders.1 On the residential side of the market, the national median price of an existing home rose 5.7% over the year that ended in April 2024 to reach $407,600, a record high for April.2 Despite sky-high borrowing costs, buyer demand (driven up by younger generations forming new households) has exceeded the supply of homes for sale. Here are some of the factors affecting these distinct markets and the broader economy. https://ow.ly/Gzj650SueMA #401k #403b #Pensionmark #orangecounty #oc #retirement #planadviser #fiduciary #retirementplanning #financialplanning #pension

Join us for our webinar to gain insights on major economic and market themes from Q2 2024! Our CIO, Nate Garrison, will provide updates on the markets and dive into crucial topics such as: ✔ #Inflation, #InterestRates, and the Fed – where are we now and what is the outlook? ✔ #MidYearReview – what is driving the gains in the S&P 500? ✔ Offense and Defense – why would someone own bonds? Register Here: https://hubs.li/Q02HwrGv0