Insights


Showing entries from 2020.

Show all >


21

Dec 2020

This Week's Market Moves: December 21, 2020

Stimulus talks and the vaccine rollout continued to drive stock prices last week, with the S&P 500 Index delivering a modest weekly gain of 1.29%. Here are some other insights on the markets and economy from last week: =The major U.S. equity indices made new all-time highs, but gains faded toward…

Read more

16

Dec 2020

Retirement Plan Trends to Watch in 2021

With the holiday season upon us and the New Year fast approaching, it is time to consider what 2021 may bring for retirement plan sponsors. We share some of the trends that we predict will be popular in the New Year.

Read more

16

Dec 2020

Will 2021 Be the Year of Financial Wellness?

While there are some indications that 2021 may bring an explosion of employer-sponsored financial wellness programs, there are also some roadblocks to their success. Will the 2021 be the year of financial wellness programs?

Read more

14

Dec 2020

This Week's Market Moves: December 14, 2020

U.S equity markets seem to be taking heed as the back-and-forth over a new stimulus package continues, leading many to believe they may have to wait until 2021. While the week saw major IPOs, investors are still weary due to surging coronavirus cases and the stalled stimulus talks. Here are some oth…

Read more

07

Dec 2020

This Week's Market Moves: December 7, 2020

U.S. equity markets climbed to another new record high last week. Vaccine optimism and renewed fiscal stimulus talks drove the broad-based rally in risk assets, despite a weaker than expected labor market report. Here are some other insights on the markets and the economy from last week: Glob…

Read more

23

Nov 2020

The ESG Rule That Wasn't

With the growing interest and recent outperformance of ESG funds, the DOL's proposed rule had many concerned about the future of ESG investments in retirement plans. However, the Final Rule made not one mention of ESG, at all. So, what happened to the DOL's ESG Rule?

Read more

23

Nov 2020

The SECURE Act 2.0: Better Than The Original?

The proposed Securing a Strong Retirement Act of 2020 comes on the heels of the landmark SECURE Act. Will this bipartisan-proposed legislation help continue to propel the retirement plan industry forward? And what does it mean for plan sponsors and participants?

Read more

23

Nov 2020

This Week's Market Moves: November 23, 2020

U.S. stocks ended the week mixed, as investors weighed rising coronavirus cases against progress on the vaccine front. Here are some other insights on the markets and the economy from last week: U.S. stocks hovered near record highs as investors balanced concerns over the near-term economic fallo…

Read more