Showing our Retirement Plan Checkup article library.
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Mar 2020Investment Brief: Circuit Breakers and Electronic Trading
The recent trading haults and the news that the NYSE will be moving to electronic trading is leaving many retirement plan sponsors questioning what exactly it all means. We provide some background as well as answer some of the most common questions.
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Mar 2020Market Update: March 16, 2020
Over the last few weeks, we have witnessed unprecedented turbulence in the financial markets as the coronavirus pandemic spreads across the world. We provide an update on how the recent market events are impacting retirement plans.
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Mar 2020Plunging Interest Rates’ Impact on Stable Value Funds
What impact are the recent interest rate cuts having on stable value funds?
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Mar 2020Investment Brief: The Impact of Coronavirus on Retirement Plans
Until last week, the coronavirus outbreak had not made a significant impact on financial markets. However, growing fears have led to recent market volatility and rate reductions from the Fed. What do retirement plan sponsors and participants need to know?
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Feb 2020Chart of the Month: Range of Stocks, Bonds and Blended Total Returns
With stock valuations near all-time highs and bond yields hovering near all-time lows, is classic asset allocation of a 60/40 mix of stocks and bonds still appropriate for investors?
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Feb 2020SECURE Act Deep-Dive: Required Minimum Distributions (RMDs)
Among the many new provisions of the SECURE Act, the change in age – from 70½ to 72 – at which Required Minimum Distributions (RMDs) must commence is one of the most significant. We explore the problematic nature of RMDs, their history and future.
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Feb 2020SECURE Act Deep-Dive: Unscrambling PEPs, MEPs and GoPs
Intended to provide a new way to structure retirement plans, particularly for smaller employers, Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - some of most hyped provisions of the SECURE Act - seek to broaden retirement plan access for all Americans. Will they be a game changer?
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Feb 2020Webinar - The SECURE Act: Beyond the Hype
While there has been much hype surrounding the SECURE Act, just how significant is its impact to retirement plans and what does this mean for retirement plan sponsors and fiduciaries? We address these questions and more in our webinar, The SECURE Act: Beyond the Hype.
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Feb 20202020 Defined Benefit (DB) Retirement Plan Compliance Calendar
This 2020 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined benefit retirement plans.
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Jan 2020Chart of the Month: U.S. Equity Performance Continues to Outpace the Rest of the World
The deviation between the performance of U.S. equity versus the rest of the world continues to increase. With the relative performance differential at an extreme, when will international stocks stage a comeback?
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