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Retirement Matters Newsletter
Each quarter CBIZ produces and sends to you for dissemination, our
Retirement Matters
newsletter. This newsletter
is for participant education and is designed to assist you in meeting your obligations under 404(c). The newsletter
offers practical retirement strategies and aims to help participants reach their retirement goals.
Recent Issues
2Q2017:
A review of Social Security and its vital components
1Q2017:
The importance of rebalancing your portfolio
4Q2016:
A review of your retirement account in the New Year
3Q2016:
The road to retirement into three segments
CBIZ Retirement Plan News
Each quarter CBIZ sends Plan Sponsors the “CBIZ Retirement Plan News”. This newsletter contains in-depth articles
written by the industry’s most knowledgeable and respected retirement plan experts. Every issue of this publication
contains easy-to-read information, insight, and analysis on important employee benefit issues, regulatory agency
rulings, and court decisions impacting retirement plans.
Recent Issues
2Q2017:
Reasons to consider a Safe Harbor 401(k)
1Q2017:
QDRO definition and review of important QDRO procedures
4Q2016:
A review of Fidelity Bonds and Fidelity Liability Insurance
3Q2016:
An overview of Target Date Funds