Shareholder Update from Francis Investment Counsel
Addressing important considerations for plan sponsors
Our leadership team collectively discusses common questions and concerns for plan sponsors given the fallout surrounding COVID-19. Listen in for coverage of:
- How Francis Investment Counsel is maintaining current business operations
- Reminders of important parts of the investment consulting process during times of market volatility
- An update on capital markets, given direct interactions with investment managers
- Key areas of focus in ongoing investment manager due diligence
- Elements to monitor with retirement plan service providers
- How to best communicate with employees during economic uncertainty
Important reminder: If you are a current client of Francis Investment Counsel, please look for communication or reach out to your relationship manager for further direction regarding the availability of the MoneyAdvice@Work® mobile application and direct access to the COVID-19 employee resources page.
