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Thu, Jun 30th 2022 12:50 pm
Q2 2022 Plan Participant Newsletter
Reinventing Retirement...In this issue: Rx for Success; Preventative care strategies to help you deal with healthcare expenses in retirement, Heart of the Matter: Managing your blood pressure is a key component of a healthy heart, Deconstructing your Debt-to-Income Ratio, and Retirement in Motion
Thu, Jun 30th 2022 11:00 am
Q2 2022 - Plan Sponsor Newsletter
In this issue: A Window Into Wellness, A recent survey sheds light on the state of financial wellness since the pandemic, In the Driver's Seat, a survey of fiduciary liability insurance carriers offering insight on prioritizing and managing duties, and Plan Sponsors Q&As.
Wed, Mar 30th 2022 11:00 am
Q1 2022 - Plan Sponsor Newsletter
In this Issue: Good Vibrations; plan participants are shining a light on their positive perspectives. Combatting Cyber Security Threats Q&As for Plan Sponsors
Wed, Mar 30th 2022 11:00 am
Q1 2022 - Plan Participant Newsletter
In This Issue: Everything's Better With Bacon; making understanding inflation easier. Market swings causing some anxiety? 4 mantras that will help you overcome it. Wake-Up Call! Try these morning rituals to get your day off to the right start.
Tue, Jan 11th 2022 02:40 pm
Anne Webster Retires from Beltz Ianni & Associates
Anne Webster Retires from Beltz Ianni & Associates
Mon, Dec 20th 2021 04:00 pm
Q4 2021 - Plan Participant Newsletter
In this issue: Go to the Head of The Class; Master these Social Security lessons Find your Happy Place; Follow 3 tips to help reach a state of happinsess daily The Many Faces of Risk; knowing the different types of risk to cope with market volatility.
Mon, Dec 20th 2021 03:00 pm
Q4 2021 - Plan Sponsor Newsletter
In This Issue: Want to Improve Retirement Outcomes? See what employees need to understand Pondering the Next Stage in the Evolution of Retirement...a survey confirms Plan Sponsors Ask...Q&As
Mon, Dec 20th 2021 02:00 pm
Q3 2021 - Plan Sponsor Newsletter
In this issue...Read the challenges that will teach important lessons, that emerged from 2020 Retirement assets grow, but are some being left behind? and Q&As from Plan Sponsors
Mon, Dec 20th 2021 02:00 pm
Q3 2021 - Plan Participant Newsletter
In this issue we will cover: Annual Maintenance check with a 5 point inspection. Catching a Phish. Money Well Spent. Retirement in Motion; tips and resources everyone can use.
Wed, Oct 20th 2021 02:55 pm
Michelle Cannan makes NAPA's 2021 List of Top Women Advisors
Michelle Cannan makes NAPA's 2021 List of Top Women Advisors
Wed, Sep 22nd 2021 02:00 pm
Q2 2021 - Participant Newsletter
In this issue we will cover: Growing your Financial Garden; How making a realistic budget can help you make a better financial future. Going Green; Help sustain the environment with these practical money-saving tips. Early Exit; Thinking of retiring early? Here is what you will need to know. Retirement in Motion; Tips and resources that everyone can use!
Wed, Aug 18th 2021 03:00 pm
Beltz Ianni Advisor Earns Designation of CFP®
Rochester, NY, August 16, 2021 - Beltz Ianni & Associates announced today that Partner and Client Advisor, Stephen Howles has attained the CERTIFIED FINANCIAL PLANNERTM and CFP® marks from the Certified Financial Planner Board of Standards, Inc.
Thu, Jul 22nd 2021 09:00 pm
Q2 2021 - Plan Sponsor Newsletter
In this edition we will cover: Record Gains and New Highs: There is some good news, after all. Covid-19 Impacts Retirement prospects for each workforce generation. ...and a Q&A for Plan Sponsors that you may find helpful. New ones are populated with each issue!
Thu, Jul 8th 2021 03:00 pm
Beltz Ianni & Associates Makes List of Top DC Advisor Teams for 2020
Beltz Ianni & Associates is pleased to be named a NAPA Top DC Advisor Team for the 3rd year in a row. The National Association of Plan Advisors ("NAPA") has published its list of the nation's top defined contribution (DC) Advisor Teams and includes the retirement plan services team at Beltz Ianni & Associates.
Wed, Jun 9th 2021 01:05 pm
Total Retirement Plan Management Services
Check out the services our Total Retirement Plan Management Team can provide.
Mon, Jun 7th 2021 01:55 pm
Asset Allocation Webinar
A long term strategy that may help your portfolio weather the market's ups and downs. We hope you will find it helpful.
Mon, Jun 7th 2021 01:00 pm
Life Happens - Guidance to Insure You for Life
"No matter what you do for a living or where you are in life, there's always an opportunity to better protect yourself and your loved ones."
Mon, Jun 7th 2021 01:00 pm
IRS Rollover Chart
The Internal Revenue Service (IRS) in the November 24, 2014 issue of Employee Plan News released this summary of allowable transfers to and from plans and IRAs. Get to know your rights with regard to your retirement accounts.
Thu, Apr 1st 2021 02:00 pm
Q1 2021 - Plan Sponsor Newsletter: The Resource for Current Retirement Topics
In this edition we will cover: Four Risks Participants may not know they are facing; life involves risk and one of them is retirement. Do your employees understand their risks and actions they should take to manage it? The Pandemic's Impact on Savings Behaviors; Comparing the Past with the Present and providing you with Covid-19 Resources that may help. and a Q&A for Plan Sponsors that you may find helpful as the end of the year is upon us, which we provide new ones in each issue.
Thu, Apr 1st 2021 12:00 pm
Q1 2021 - Participant Newsletter
In this issue we will cover: 7 age milestones that can impact retirement planning Fiber Optics - Celebrate Heart Month by putting more fiber in your diet Higher Learning with 529 plans making more sense than ever. Retirement in Motion; Tips and Resources you can use.
Fri, Jan 1st 2021 12:00 pm
Q4 2020 - Participant Newsletter
In this edition we will cover: Careful planning can help you manage competitive financial priorities.  With a little planning, you can develop a strategy to cover expenses and still stay on track for retirement. One for the Ages: Consider the "trade-offs" before deciding what age to start Social Security benefits. Tap into the Power Nap: With everything going on around us, we may need to revert back to the days of "power naps" , which will provides a variety of health benefits we all need. Retirement in Motion: Tips and Resources you can use.
Thu, Dec 31st 2020 02:15 pm
Q4 2020 - Plan Sponsor Newsletter: Women and Retirement - Are Expectations Met or Missed?
In this edition we will cover: What challenges women are facing in saving for retirement and how marital status makes an evident difference. What the SECURE ACT changes that loom, so make sure you check off these items from your "to-do" list! and finally.... a Q&A for Plan Sponsors that you may find helpful as the end of the year is upon us.
Thu, Oct 1st 2020 03:25 pm
Q3 2020 - Plan Sponsor Newsletter: A Resource on Current Retirement Topics
We have updated our Newsletter!!! It will be published quarterly instead of monthly! Check it out! ...In this edition: we will cover "Communicating Through Volatility" with 2 key reminders to share with participants that could help them alleviate their fears; "Fiduciary Issues and Coronavirus": What You Should Know; Common Plan Sponsor Questions and Answers are shared; and finally, a Common Plan Sponsor Last Quarter Calendar and what it should look like.
Thu, Oct 1st 2020 12:00 pm
Q3 2020 - Participant Newsletter
We have updated our Newsletter!!!  It will be published quarterly instead of monthly! Check it out! ...In this edition: we will cover a "Variety Pack" to give you tips on maintaining a diversified portfolio that can help you feel more in control during uncertain economic times; Strategies to help survive the ups and downs of the market with "Riding it Out"; Five ways to keep moving forward in the age of social distancing via "Forward Thinking"; and finally, Tips and resources everyone can use for Retirement in Motion.
Tue, Aug 25th 2020 12:00 pm
August 25 2020 - Retirement Plan Check-Up
It is important to do regular check ups on your retirement plan to make sure you are on track to reach your retirement goals.  There are a few questions to ask yourself, at least annually, when doing this. Check them out in this month's issue.
Sat, Aug 1st 2020 03:00 pm
August 2020 - Retirement Times
In this issue: Back to School for Fiduciaries!! Time to review your "to-do" list of responsibilities and ask yourself some very important questions! What is the Fastest Growing Investment Vehicle within 401(k) plans?? Collective Investment Trusts (CITs) are now playing an important role in the markets and the advantages of CITs are plentiful. Allowable Plan Expenses: Can the Plan Pay?... Check out the General Principles of Allowable Expenses Included. ...and in the Participant Corner: Have you done a Retirement Plan Check-up? This will help with making sure you are on track to reach your retirement goals.
Tue, Jul 28th 2020 02:00 pm
July 28 2020 — Good Health is the Best Wealth
Encourage employees to make small lifestyle changes to reduce their out of pocket health costs. This memo shows the difference in savings between an average-managed patient and a well-managed patient.
Wed, Jul 1st 2020 10:00 am
July 2020 - Retirement Times
In this issue: Are your participants experiencing a fee imbalance?...Many plans have not yet addressed participant fee levelization. Also in this issue... Why you need to communicate with employees...Gossip can be dangerous, creating an open communication culture encourages questions, to name a few. What constitutes proper documentation of retirement plan committee meetings?...From a fiduciary perspective, it is just as important to properly document these meetings, as it is to hold the meetings.
Tue, Jun 23rd 2020 02:00 pm
June 23 2020 - How Can You Prepare for Healthcare Expenses in Retirement?
Rising healthcare costs are on everyone's mind, even for affluent people. Start Budgeting, Look at Long Term Care Insurance, and Get Healthy.
Mon, Jun 1st 2020 09:00 pm
June 2020 - Retirement Times
Is it time for a Plan Refresh? The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a); Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500; How and When to Pay Plan Expenses with Plan Assets; How can You Prepare for Healthcare Expenses in Retirement?
Tue, May 26th 2020 02:00 pm
May 26 2020 - Four Basic Steps for a Successful Retirement
Start Saving Now and Learn the Basics of Saving and Investing, Avoid Common Mistakes, Focus on Three Critical Coomponents of an Investment Plan, Monitor the Plan and Adjust as Necessary.
Fri, May 1st 2020 03:00 pm
May 2020 - Retirement Times
In this issue: Should your Company Implement a Student Loan Assistance Program? By doing so, you'll attract, retain and engage top college-educated talent at your company; Complying with ERISA 404(c); Are you Ready for an Audit? Several events can trigger a DOL or IRS audit; Four Basic Steps for a Successful Retirement. We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to work toward a successful retirement.
Tue, Apr 28th 2020 02:00 pm
April 28 2020 - Five Key Decisions for a Successful Retirement
Life is a series of decisions. Start Saving Now, Wait to Take Social Security, Delay Retirement as Long as Possible, Opt for Retirement Plan Matching and Don't touch Your Retirement Plan until Retirement.
Wed, Apr 1st 2020 03:15 pm
April 2020 - Retirement Times
In this issue: Closing the Retirement Gender Gap: How Retirement Plan Advisors Can Help. Despite the fact that women tend to live longer, female workers typically have lower retirement account balances than their male counterparts; Another Way to Save: There is a New Tax Credit for Plan Participants and fewer than 4 in 10 U.S. workers know about a tax credit that may help them save for retirement; Addressing Employee Education Strategically, An educated employee is an empowered employee, especially when it comes to retirement savings and financial wellness; Five Key Decisions for a Successful Retirement.
Tue, Mar 31st 2020 02:00 pm
March 31 2020 - Simple Secrets for Retirement Success
Retirement planning can often seem complicated and daunting. Really though, most of the actions a person needs to take for a confident retirement are very simple. Check out these simple tips.
Sun, Mar 1st 2020 04:00 pm
March 2020 - Retirement Times
In this issue: Considering a Traditional Safe Harbor Retirement Plan? It may advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. There are many things to consider; Is your Turnover Rate Routine? What you need to know about partial plan terminations; Tips for Preventing Uncashed Retirement Checks as they can be a nuance for plan administrators; Simple Secrets for Retirement Success. Planning can often seem complicated and daunting, though many actions you need to take to work toward a confident retirement, are very simple.
Wed, Feb 26th 2020 02:00 pm
February 26 2020 - Take Advantage Of The Match
Over 40 percent of employers now offer at least a small retirement plan match to employees. Get the details, Don't be afraid to Contribute More, and Don't Assume that You're Enrolled.
Sat, Feb 1st 2020 03:00 pm
February 2020 - Retirement Times
In this issue: Too Many Choices-How Many Investment Options Should You Offer? - Choice Overload, Looking at Plan Options, and Rising Costs of these options; Target Date Funds (TDFs) and Fiduciary Obligations - establishing an objective process for comparing and selecting TDFs; Participant Memo- Take Advantage of your Company's Retirement Plan Matching Program - get the details and don't assume you're enrolled.
Fri, Jan 17th 2020 02:30 pm
January 17 2020 - The Importance of Keeping Beneficiary Information Updated
Planning for the departure of a loved one is a difficult thing to think about, but no matter how delicate, it's important to think about what happens to retirement accounts when you, your spouse, or partner pass away.
Wed, Jan 1st 2020 03:20 pm
January 2020 - Retirement Times
In this Issue: Financial Wellness and Productivity: How are your Employees Affected? — Letting you know Who's At Risk and Effects of Financial Stress; Why CFOs Should Consider Partnering with a Retirement Plan Advisor; and Improving your Retirement Plan by Encouraging Employees to Join.