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Jan 20212021 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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Jan 20212021 401(k) ERISA 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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Jan 20212021 Retirement Plan Compliance Calendar
The 2021 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans.
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Jan 20212021 Defined Benefit (DB) Compliance Calendar
This 2021 Compliance Calendar highlights critical compliance deadlines for defined benefit retirement plans.
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Jan 2021This 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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Jan 2021Market 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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Jan 2021This 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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Dec 2020This 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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Dec 2020Chart of the Month: Hypothetical Look at the S&P 500 with Tesla
Tesla is being added to the S&P 500 Index in late-December and is expected to comprise nearly 2% of the Index's market cap. Will this cause a temporary run-up and subsequent sharp decline in share price and what does that mean for investors?
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Dec 2020Retirement Plan Trends to Watch in 2021
With the holiday season upon us and the New Year fast approaching, it is time to consider what 2021 may bring for retirement plan sponsors. We share some of the trends that we predict will be popular in the New Year.
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