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27

Jan 2021

Chart of the Month: U.S. Yield Curve Steepens to Widest Level Since 2017

In the first few weeks of 2021, longer maturity Treasuries have jumped due to the prospect of new stimulus, while shorter maturity bond yields have remained anchored by the Fed’s zero interest rate policy. What does this steepening of the yield curve mean for retirement plan investors?

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27

Jan 2021

2021 403(b) Retirement Plan Compliance Calendar

The 2021 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While all major dates are included, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific plans that …

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27

Jan 2021

DOL Tips to Address Missing Participants

Missing participants have long been the scourge of retirement plan sponsors. The recent DOL guidance expanded on enforcement to include action steps on how plan sponsors can avoid or overcome the challenge of missing participants. We explore.

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27

Jan 2021

2021 Investment Outlook

Investors were met with unique challenges in 2020. With many questions circling about what will happen in 2021, we share perspectives from some of the top investment managers - and our own thoughts - on the year ahead.

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25

Jan 2021

This Week's Market Moves: January 25, 2021

Stock markets continued to grind higher, with the major indices gaining between 0.6% and 4.2% last week. Hopes for additional stimulus from the new Biden administration drove much of the gains; however, concerns about opposition in Congress tempered the market’s optimism. Here are some other ins…

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19

Jan 2021

Market Moves: January 19, 2021

Weaker than expected economic data and concerns about the lingering virus weighed on stock prices, with the major U.S. benchmarks closing lower last week. While the market initially cheered the prospect of more fiscal stimulus, stock prices were not able to sustain the rally in the wake of a disappo…

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11

Jan 2021

This Week's Market Moves: January 11, 2021

The U.S. equity markets posted solid gains in the first trading week of the new year, despite a disappointing labor market report and political unrest in Washington. Prospects of another fiscal stimulus package drove the 10-year U.S. Treasury yield decisively above the 1.0% level. Below are some…

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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…

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