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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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Jan 2020The SECURE Act: Changing the Retirement Plan Landscape
The SECURE Act - the most significant piece of retirement plan legislation in a decade - was passed in December 2019. We provide a comprehensive guide to the Act's provisions, highlighting the effective date and the impact on retirement plan sponsors and fiduciaries.
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Jan 20202020 403(b) Retirement Plan Compliance Calendar
The 2020 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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Jan 20202020 401(k) ERISA Retirement Plan Compliance Calendar
The 2020 401(k) ERISA Retirement Plan Compliance Calendar highlights the critical compliance deadlines for ERISA 401k(k) defined contribution retirement plans. While all major dates are covered, some may only apply to particular plan types (and are noted accordingly) and there may be additional dead…
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Jan 20202020 Retirement Plan Compliance Calendar
The 2020 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 …
Read more