Insights


01

Jun 2020

This Week's Market Moves | June 1, 2020

The stock market finished the week higher, with investors becoming increasingly optimistic on the recovery as more states start to re-open their economies. The improved sentiment helped boost the S&P 500 above the psychological 3,000-level and led the Dow Jones Industrial Index to top 25,000 this we…

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27

May 2020

Secure Act Deep-Dive: Inclusion of Part-Time Employees

Many of the SECURE Act provisions seek to expand retirement plan coverage for Americans. This includes the new requirement for 401(k) plans to permit long-term part-time employees the right to make elective deferrals. While this is a positive step for employees, for retirement plan sponsors, it is l…

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27

May 2020

Custom Target Date Funds: Is Now the Time?

During a time of immense volatlity, how can a custom target date fund help plan sponsors mitigate risk and increase particpant retirement readiness?

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26

May 2020

This Week's Market Moves | May 26, 2020

U.S. stock prices finished the week higher due to optimism about the re-opening of the economy and some encouraging early test results for a potential coronavirus vaccine. Below are some additional insights on the factors that drove the markets last week. Stocks finished the week modestly higher…

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18

May 2020

This Week's Market Moves: May 18, 2020

Stocks ended the week with modest losses as Fed Chairman Powell warned about the possibility of an extended period of sluggish growth and significant downside risks to the economy in the aftermath of the COVID-19 pandemic. Here is more of what is driving markets this week: Concerns about a secon…

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11

May 2020

This Week's Market Moves | May 11, 2020

Despite the grim jobs report for April, stocks continued to accelerate, with the S&P 500 gaining about 3.6%. Here is whatdrove the markets this week: The unstoppable recovery in stock prices continued this week. Optimism about the re-opening of America, a slowing number of infections, and massive s…

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04

May 2020

This Week's Market Moves | May 4, 2020

While the S&P 500 had its best monthly performance since 1987, stock prices ended the week on a sour note, as the reality of the economic landscape started to set in. Here are some other highlights for the week: Stock gains faded towards the end of the week on renewed fears of a U.S. – China trad…

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28

Apr 2020

403(b) Retirement Plan Fee Litigation | April 2020 Update

Despite the COVID-19 pandemic, retirement plan litigation remains largely uninterrupted. Since our last comprehensive update on the status of 403(b) retirement plan lawsuits, there have been some significant updates: The George Washington University litigation appeal was denied, as was the Northwe…

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28

Apr 2020

SECURE Act Deep-Dive: Annuities

The SECURE Act, in addition to increasing access to tax-advantaged retirement plan accounts, is also aimed at preventing Americans from outliving their assets. Thus, the legislation opens the door for annuities that offer guaranteed income in retirement through various annuity-friendly provisions. …

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