403b | nVest Advisors

Client Reminder: In-Person Appointments in Texas June 22-26

A quick reminder to our clients in Texas that we will be in San Antonio, Corpus Christi, and the lower RGV for in-person client appointments from Saturday, June 22 through Wednesday, June 26.  We don't plan to be back in the RGV for in-person meetings until November or December, so if you want some face-time

More ways to stay connected

Just a quick entry today, to let our clients (and prospective clients) know about some additional services coming up in April:

Introducing nVestMe.Com

nVest Advisors is proud to bring an entirely new online resource for our small business clients (and their employees)! nVestMe.Com – A site for company plan participants, courtesy of nVest Advisors.   nVestMe.Com is the new online home for participants (employees) of all the 401(k), 403(b), SIMPLE IRA, SEP IRA, and other employer-sponsored retirement plansmanaged by nVest Advisors, LLC.

Aspire Update – December 3

This month, our clients with Aspire 457, 403(b), SIMPLE IRA, SEP IRA, 401(k), and IRA accounts have a lot of exciting changes to learn about! In addition to the major recordkeeping and client website improvements that went online on December 3rd, here's what we're doing for you by the end of the year: We're making

December 3rd, 2018|Categories: Client Service, Company News, Mailchimp, Media|Tags: , , , , , , , , , |

Update for clients with accounts at Aspire – you’re 1 in a million!

A quick note to our clients with 401k, 403b, 457, or various IRA accounts at Aspire Retirement Services: First, we will be rebalancing your accounts at Aspire on Friday, December 15, 2017. Rebalancing means we shift your investment asset allocation back to their original intended percentages. We rebalance our client accounts at least once per

December 14th, 2017|Categories: Client Service, Company News, Mailchimp, Media|Tags: , , , , , , , , , |
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