Forest Capital Mgmt.

FCM is a registered investment advisory firm that consults companies on their retirement plans. Tweet us with questions and comments!

[Forest Capital Mgmt. @ForestCapM]

New team member alert! We're excited to welcome Kathryn (Katie) Bennett to our FCM family. Katie will be joining us as a Client Advisor and will support the efforts of our existing clientele. Read Katie's bio here!

https://t.co/rko6ZKQ5ZN

[Forest Capital Mgmt. @ForestCapM]

How effective is your communication to plan participants? Here are some tips to increase engagement:

#ERISA #SHRM #HR #Fiduciary #401k #consultant #advisor #retirement
https://t.co/7KR3RKHxFY

[Forest Capital Mgmt. @ForestCapM]

Many employers are turning to nonqualified plans to compete for executive talent. Have you thought about implementing a nonqualified plan?

#ERISA #SHRM #HR #fiduciary #advisor #compliance #recruitment #consultant #401k

https://t.co/f2mO0hjcQb

[Forest Capital Mgmt. @ForestCapM]

Selecting a QDIA is hard enough. Here are some tips to make sure your default investments maintain appropriateness for your plan.

#ERISA #SHRM #HR #fiduciary #401k #retirement #advisor #consultant

https://t.co/JKjYnYisQ6

[Forest Capital Mgmt. @ForestCapM]

A sound Investment Policy Statement helps set the course for proper fiduciary management of a retirement plan. Here are some of the key ingredients to success:

#ERISA #SHRM #HR #fiduciary #401k #retirement #consultant

https://t.co/QQguActOap

[Forest Capital Mgmt. @ForestCapM]

The need to generate returns doesn't stop at retirement. Here's why retirees also need a diversified portfolio.

#ERISA #SHRM #HR #fiduciary #retirement #401k #advisor

https://t.co/vGr7qswoyW

[Forest Capital Mgmt. @ForestCapM]

The retirement savings disparity between high income earners and low income earners continues to widen. How are you supporting your lower income employees achieve their retirement goals?

#ERISA #SHRM #HR #fiduciary #401k #compliance #retirement

https://t.co/OhBtMNukFi

[Forest Capital Mgmt. @ForestCapM]

Retirement account balances have grown for high-income earners. Here are several reasons why they've succeeded.

#ERISA #SHRM #HR #personalfinance #fiduciary #advisor #retirement #401k

https://t.co/PdWBOU79I9

[Forest Capital Mgmt. @ForestCapM]

Regardless of market volatility, employees continue to value the opportunity to save and invest for retirement. How are you supporting them?

#ERISA #SHRM #HR #Fiduciary #retirement #401k #consultant

https://t.co/ABU8HwC6Aq

[Forest Capital Mgmt. @ForestCapM]

Big news at #FCM! Congratulations Scott on your recent promotion.

[Forest Capital Mgmt. @ForestCapM]

Using proprietary funds in your investment menu comes with risk, as evidenced by recent litigation. Are you protecting yourself to the best of your ability?

#ERISA #SHRM #HR #fiduciary #retirement #401k #consultant
https://t.co/hJveJpu5ex

[Forest Capital Mgmt. @ForestCapM]

The Fed raises interest rates by 0.25% in their latest meeting. The fight against inflation continues!

#inflation #interestrates #federalreserve #ERISA #SHRM #HR #fiduciary #retirement #401k

https://t.co/6Qtfnr22Ag

[Forest Capital Mgmt. @ForestCapM]

ESG factors can continue to be used for evaluating funds, for now. Read more about the volatile nature of this ruling.

#ESG #ERISA #SHRM #HR #Fiduciary #retirement #investing

https://t.co/HL6MAaSk2U

[Forest Capital Mgmt. @ForestCapM]

Join us March 28th as we discuss fiduciary responsibilities with our ERISA Counsel! Register below.

https://t.co/euRltpqF2q

[Forest Capital Mgmt. @ForestCapM]

Your participants may not understand the longevity risk they face. How are you engaging them to help educate?

#ERISA #SHRM #HR #fiduciary #compliance #401k #retirement

https://t.co/kFKsiMU6nB

[Forest Capital Mgmt. @ForestCapM]

Need help budgeting this year? Here are five apps that can help you get control of your personal finances.

#ERISA #SHRM #HR #budgeting #fiduciary #advisor #401k #personalfinance

https://t.co/LtDbz15hqE

[Forest Capital Mgmt. @ForestCapM]

2022 may have been a step backwards in your retirement planning, but there are plenty of opportunities ahead to get back on track.

#ERISA #SHRM #HR #fiduciary #retirement #401k #personalfinance #advisory
https://t.co/DDCNdiz1zl

[Forest Capital Mgmt. @ForestCapM]

Did you catch our Q4 2022 Newsletter?

https://t.co/Ckn5YtD4Pz

[Forest Capital Mgmt. @ForestCapM]

Attracting and retaining employees has proven difficult during the COVID-19 workplace transition. What benefits do your employees care about the most?

#ERISA #SHRM #HR #fiduciary #compliance #401k #advisory

https://t.co/fKt9eRXgzw

[Forest Capital Mgmt. @ForestCapM]

Did you know there are several ways profit sharing can be calculated? Do you know the differences?

#ERISA #SHRM #HR #Fiduciary #advisor #401k

https://t.co/oPKpjAQBc4