SECURE 2.0 Act’s impact on saving for retirement. Start planning for your financial future now.
Tag: Misc
Understanding ERISA Fiduciary Duties (Webinar)
ERISA (Employee Retirement Income Security Act) is a federal law that sets standards for most private industry retirement plans: including 401(k) plans, 403 (b) plans, defined benefit plans, and profit-sharing plans. ERISA requires plan sponsors and other fiduciaries to act prudently and solely in the interest of plan participants and beneficiaries. Learn the critical elements… Continue reading Understanding ERISA Fiduciary Duties (Webinar)
Could this be the Financial Panic of 2023?
Investor’s Outlook April 2023. Written by Edward McIlveen, CFA (Chief Investment Officer of Francis LLC). Welcome to this quarter’s edition of Investor’s Outlook. In this issue we look at the recent banking scare caused by the failure of Silicon Valley Bank and address some of today’s most pressing questions: Could this turn into a full-blown… Continue reading Could this be the Financial Panic of 2023?
More Updates to the CARES Act and Good News for Safe Harbor Plans
Two recent (IRS) Notices further clarified provisions of the CARES Act, specifically, participant loans and Required Minimum Distributions (RMDs).
After a distraction-filled year, it’s time for a reset
While it’s always interesting to consider the near-term direction of the stock market, the start of a new year is best used to focus on things you can do right now to strengthen your retirement plan.
The Second War on Inflation
Fed Chair Jay Powell endorsed “inflation targeting” and loose monetary policy in September 2020 but has since discarded that script, now seeking to assure the public the Fed is committed to bringing the surge in inflation under control.
ERISA Fiduciary Podcast: A 3-part series with Marquette University
Are YOU responsible for the success of your organization’s retirement plan benefits? Francis can help.
Brookfield expert says investors must keep an eye on their portfolios as Russia’s war in Ukraine drags on
The impact of this conflict on global capital markets has been swift and profound.
Plan Recordkeeping to get More Expensive
Joe Topp examines the pressure on recordkeeping organizations to find new sources of revenue and the impact on Plan Sponsors.
Bitcoin, CryptoPunks & NFTs: The Economics of Digital Assets
Take a look at the economics of digital assets and explore a strategy for incorporating this into a portfolio.
