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While created as a way to save for medical expenses, health savings accounts (HSAs) can be a formidable option for retirement savings.Read more
As the S&P 500 Index soared to an all-time high in August amid further gains in the economy and booming corporate profits, a quick snapshot of other asset classes reveals significantly diverging performance over the past 52 weeks.Read more
On the surface, Collective Investment Trusts (CITs) and mutual funds appear to be very similar in that they are both pooled buckets of investments. However, CITs can provide some cost and operational efficiencies not found in mutual funds.Read more
With a finger on the pulse of their retirement plan participants, Saint Anselm College in Manchester, New Hampshire, realized the need to streamline their $80.5M* retirement plan to help participants focus on the important aspects of retirement readiness.Read more
Source: Federal Reserve Bank of St. Louis, National Bureau of Economic Research*Recessions are shaded Market Observations The U.S. yield curve – specifically, the difference between 10-year and 2-year Treasury yields, has generated significant market interest in recent months. With the Federal…Read more
Interest rates have continued to climb in 2018, leaving retirement plan sponsors wondering about the impact on their retirement plans and participants.Read more
After a long period of relatively strong returns, global equity markets gave way to a bout of volatility that has been disconcerting for some retirement plan participants. What steps can investors take to protect their retirement portfolios during market downturns?Read more
Interest in environmental, social and governance (ESG) investing has soared, however, the way in which retirement plan sponsors approach ESG-focused investment strategies can be a point of confusion. We explore the latest DOL guidance and the key issues of which plan sponsors need to be aware.Read more
The increasing concentration of technology stocks in mutual funds - and the recent selloff of these company shares - have raised questions as to whether investors are over-exposed to technology giants and potentially at risk for bigger market downturns.Read more
In recent weeks, retirement plan participants have seen the markets - and their account balances - fluctuate daily, with strong talk from the heads of state in the U.S. and China regarding tariffs and trade agreements.Read more