Insights


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23

Jan 2019

2019 403(b) Compliance Calendar

The 2019 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific p…

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17

Dec 2018

Chart of the Month: The Number of Job Openings Exceeds Unemployed Workers

Market Observations For the first time in nearly two decades, there are more jobs available than there are unemployed workers to fill them. The gap between job openings and the unemployed has steadily increased throughout 2018. In September, job openings exceeded the number of Americans officiall…

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17

Dec 2018

Top 4 Risks for Investors in 2019

2019 brings the 10-year anniversary of the day the stocks bottomed out - and, with that, investors are beginning to question where the market will go from here. We explore the top four potential risks for retirement investors in 2019.

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19

Nov 2018

Investment Selection and Monitoring Process: A Primer

The ongoing monitoring and selection of investment options are part of a plan sponsor’s fiduciary responsibility. There are many key points a plan sponsor should consider beyond cost and performance (which are important) to maintain a quality investment lineup.

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12

Nov 2018

Compliance 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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