Our COVID-19 Response and Commitment to You
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May 5, 2020

We would like to update you on our current status of operations. As Oklahoma begins to slowly open in phases, we are taking a cautious approach in order to best serve you and your families.

Our team is taking action to minimize disruptions and to maintain standard, essential business operations. We are utilizing our current business continuity plan that we have tested each year for more than a decade and we are adhering to our carefully structured plan. We will remain here for you. Your distributions and your deposits will continue to be processed as usual. Please read the following details on operations and helpful information:

For the most up-to-date information about our business hours and business continuity plan, please visit our Facebook page: Facebook.com/Retirement Investment Advisors or our website TheRetirementPath.com. We will continue to be available during normal market hours (8:30 a.m.-3:00 p.m. central standard time) via telephone, web conferencing and email, but will have limited staff available physically in the office. Please contact us in advance if you feel the need to come into the office so we can determine if it is absolutely necessary for an in-person meeting.

Sign up for our weekly E-News to stay current with the market: TheRetirementPath.com/blog/

If applicable and if you are interested in skipping all or a portion of your Required Minimum Distribution for 2020 please contact our office to find out the options you have as a result of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. We plan to post more information about the CARES Act in our weekly newsletter and on our website. You can find out more information at the following link: CARES Act is Signed into Law.

Thank you for your continued trust in Retirement Investment Advisors. Please contact our office if you have any questions.

Sincerely, 

The Retirement Investment Advisors Team


 

 

April 6, 2020

Dear Clients and Friends,

IMPORTANT INFORMATION FROM RETIREMENT INVESTMENT ADVISORS

We would like to provide you with timely and transparent communications during the challenges that COVID-19 has brought to our nation. With the current shelter-in-place order for Oklahoma City, our team continues to adapt the way we work in order to best serve you and your families. Our team is taking action to minimize disruptions and to maintain standard essential business operations. We are utilizing our current business continuity plan that we have tested each year for more than a decade and we are adhering to our carefully structured plan. We will remain here for you. Your distributions and your deposits will continue to be processed as usual. Please read the following details on operations and helpful information:

  • For the most up-to-date information about our business hours and business continuity plan, please visit our Facebook page: Facebook.com/Retirement Investment Advisors or our website TheRetirementPath.com.  We will continue to be available during normal market hours (8:30 a.m.-3:00 p.m. central standard time) via telephone, web conferencing and email, but will have limited staff available physically in the office.  Please contact us in advance if you feel the need to come in to the office so we can determine if it is absolutely necessary for an in- person meeting.
  • Our office will be closed on Friday, April 10th in observance of Good Friday.  The stock and bond markets are closed. 
  • Our current Privacy Policy and Form ADV, filed with the Securities & Exchange Commission under the Investment Advisers Act of 1940, is now available on our website. There have been no material changes since the last report dated April 5, 2019.  Find it here: TheRetirementPath.com/tools. If you would like a paper copy, please contact us at [email protected] or contact us at (405) 842-3443 or (800) 725-4530. 
  • Sign up for our weekly E-News to stay current with the market:  TheRetirementPath.com/blog/
  • If applicable and if you are interested in skipping all or a portion of your Required Minimum Distribution for 2020 please contact our office to find out the options you have as a result of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.  We plan to post more information about the CARES Act in our weekly newsletter and on our website.  You can find out more information at the following link: CARES Act is Signed into Law.

Thank you for your continued trust in Retirement Investment Advisors.  Please contact our office if you have any questions.    

Sincerely,

The Retirement Investment Advisors Team