Although global economic fundamentals are rapidly improving, stock market momentum has stalled in early-September, as investors grapple with several issues.
Category: Blogs
The “Big Three” Retirement Plan Fees (Part 1 of 3)
As a retirement plan sponsor your job is to prudently manage the plan’s fees. The first step is understanding each component of your plan’s cost structure.
Market Update 8.20.20
Gains continue on wave of strong corporate earnings and dovish stance by the Federal Reserve.
Market Update 8.20.20
Director of Research Ed McIlveen explains why there’s reason to expect additional growth for risk assets, even after recent gains.
“New” After-Tax Contributions Offer Greater Savings, More Flexibility
But how exactly does this process work? And what do plan sponsors have to look out for, especially when it comes to testing?
Market Update 7.15.20
Good news regarding a COVID-19 vaccine and the re-opening of the U.S. economy fuels gains.
After a strong second quarter, Director of Research Ed McIlveen summarizes our take on overall asset allocation strategy moving forward.
Market Update 7.15.20
After a strong second quarter, Director of Research Ed McIlveen summarizes our take on overall asset allocation strategy moving forward.
Finally! Leniency on those pesky annual notice deliveries
The Department of Labor (DOL) has relaxed the delivery requirements for distributing annual notices. The DOL estimates these changes will save plan sponsors $3.2 Billion over 10 years.
Five Ways to Combat Unemployment Fraud
The Equifax data breach in 2017 reminded us that personal data is ripe for the picking for any motivated cybercriminal.
Market Update 6.18.20
What should investors consider in today’s environment? Director of Research, Ed McIlveen, shares his thoughts in this market update.
