by Flexible Plan Investments | Aug 24, 2020 | What's Happening at FPI
Plan ahead: Flexible Plan hours on Labor Day (September 7) Our office will be closed on Monday, September 7, in observance of the Labor Day holiday and market closure. Regular office hours will resume on Tuesday, September 8, along with the Weekly Update. Remember,...
by Flexible Plan Investments | Aug 17, 2020 | What's Happening at FPI
Plan ahead: Flexible Plan hours on Labor Day (September 7) Our office will be closed on Monday, September 7, in observance of the Labor Day holiday and market closure. Regular office hours will resume on Tuesday, September 8, along with the Weekly Update. Remember,...
by Flexible Plan Investments | Aug 10, 2020 | What's Happening at FPI
Rolling back 2020 RMDs As a reminder, CARES Act legislation passed earlier this year enabled clients with a required minimum distribution (RMD) due in 2020 from a defined-contribution retirement plan—including a 401(k) or 403(b) plan, or an IRA—to skip those RMDs....
by Flexible Plan Investments | Aug 3, 2020 | What's Happening at FPI
Rolling back 2020 RMDs As a reminder, CARES Act legislation passed earlier this year enabled clients with a required minimum distribution (RMD) due in 2020 from a defined-contribution retirement plan—including a 401(k) or 403(b) plan, or an IRA—to skip those RMDs....
by Flexible Plan Investments | Jul 27, 2020 | What's Happening at FPI
New service agreement with E*Trade Advisor Services Flexible Plan Investments (FPI) entered into a new service agreement with E*Trade Advisor Services (EAS), effective July 1, 2020. Clients and their representatives with accounts at E*Trade received correspondence...
by Flexible Plan Investments | Jul 20, 2020 | What's Happening at FPI
New service agreement with E*Trade Advisor Services Flexible Plan Investments (FPI) entered into a new service agreement with E*Trade Advisor Services (EAS), effective July 1, 2020. Clients and their representatives with accounts at E*Trade received correspondence...