October 2022 Participant memo: Market Trick and Treats

With the recent market volatility, it’s understandable that you may be concerned about your investments.… Read More

September 2022 Participant memo: Retirement Readiness: How will you Prepare?

Much has been made of the current state of the American worker as it pertains… Read More

August 2022 Participant memo: Back To School

        Contact Us Schedule a meeting with one of our Wealth Advisors… Read More

July 2022 Participant memo: Beneficiary Designations Who will get your money?

  We know you are ready for summer! But how’s your retirement plan doing? Summer… Read More

June 2022 Participant memo: Beneficiary Designations Who will get your money?

Although not a pleasant topic, it is an important one – Who is the named… Read More

May 2022 Participant memo: Millennials – The Time to Start Saving is Now!

Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or… Read More

Sapers & Wallack Named to List of Nation’s Top DC Advisor Teams

ARLINGTON, VA — Sapers & Wallack has been named to the National Association of Plan… Read More

DOL Issues 2022 Adjusted Penalty Amounts

The U.S. Department of Labor (DOL) has announced the 2022 annual adjustments to the maximum… Read More

April 2022 Participant memo: Tax Saver’s Credit: Get the “Credit” You Deserve!

Tax Saver’s Credit: Get the “Credit” You Deserve! You may be eligible for a valuable… Read More

Participant Memo March 2022: Planning Financial Futures

March’s Participant Memo discusses Planning Financial Futures. Participant memo March 2022… Read More