Showing our Corporate Retirement Insights article library.
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Nov 2018Chart of the Month: Cash Is No Longer Trash
Short-term interest rates have soared to their highest level in nearly a decade as the Federal Reserve continues to normalize interest rates.
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Nov 2018Compliance Alert: The New Hardship Regulations are Here!
As you may be aware from our prior Top of Mind blog entry, the Bipartisan Budget Act of 2018 (more commonly known as the tax reform bill) changed a number of hardship distribution provisions, effective 1/1/2019, that would be applicable to all plans that permit distributions on account of hardship.
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Nov 2018Compliance Alert: IRS Announces New Retirement Plan Limits for 2019
On November 1 2019, the IRS announced the new 2019 retirement plan limits. The good news is that the applicable cost of living index did increase sufficiently for many standard limits to increase for 2019. The elective deferral limit under 402(g), for example, increased by $500 to $19,000 ($25,000 i…
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Oct 2018Case Study: Glens Falls Hospital
For many years, Glens Falls Hospital, a not-for- profit community hospital located in Glens Falls, New York, has been a diligent fiduciary steward of their retirement program, all with a keen eye on the overall goals of their plan.
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Oct 2018Retirement Plan Auto-Portability
Retirement plan auto-portability has been popular in retirement media lately, due in large part to the firm that has pioneered the concept, Retirement Clearinghouse (RCH). But what exactly is auto-portability and does its effectiveness live up to the hype?
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Oct 2018How Changes in the Housing Market Can Affect Retirement Savings
According to the Federal Reserve, household net worth, or the value of all assets less liabilities, rose by nearly $2.2 trillion in the second quarter to a record $106.9 trillion. In many cases, a large percentage of this increase in net worth has been driven by home ownership and rising real estate…
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Oct 2018Chart of the Month: Stock Valuations are Stretched by this Measure
One of Warren Buffett’s favorite valuation measures, Stock Market Capitalization to Gross Domestic Product, is flashing a warning sign for stocks. This simple valuation measure is used to assess whether a country’s stock market is overvalued or undervalued, compared to its historical average
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Sep 2018A Closer Look at Health Savings Accounts: An Overlooked Retirement Savings Vehicle
While created as a way to save for medical expenses, health savings accounts (HSAs) can be a formidable option for retirement savings.
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Sep 2018Chart of the Month: Percentage Change From 52-Week High
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.
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