Ideas & Insights

Global assets continued to recover in May but year-to-date returns broadly remain negative with the exception of fixed income.

Plan participants may use an electronic system facilitating remote notarization or witnessing if executed via live audio-video technology.

Fiscal and monetary policy response to the global pandemic drive April performance in fixed income and equities markets.

Notice 2020-23 postpones the due date for Form 5500 (Annual Return/Report for Employer Plans) filings for some plans.

Flight to safe haven assets and a halt in economic activity drive performance in fixed income and equities markets in first quarter 2020.

Employers should review retirement plan provisions for employee assistance and cash saving opportunities in response to economic conditions.

Because of COVID-19 concerns, the IRS is extending pending deadlines for employers to adopt updated 403(b) retirement plan documents.

While volatility remains, we think the actions of the Fed and policymakers will eventually help to stabilize markets and restore liquidity.

In response to concerns about the economic fallout from COVID-19, the Federal Reserve (Fed) cut their policy benchmark rate mid-cycle.

Is the coronavirus the only factor driving recent market volatility? RSM US Wealth Management discuss the elevated market uncertainty.

U.S. equities were flat as concerns grew about the impact of the coronavirus on global economies, which increased volatility last month.

Risk assets were off to a strong start in 2020, but that abruptly reversed the last week of January. Read more.

Investors are now asking what, if anything, will derail markets from moving higher. Will a reversal in 2020 mean we’re back to the races?

Equities values broadly outperformed growth during the month of December, led by technology, energy, utilities and healthcare.

The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.

The Act’s significant implications for individuals’ retirement and estate planning suggests that they consult with their advisors…now

IRS guidance establishes amendment deadline for 401(k) and other retirement plans to comply with new hardship distribution rules.

IRS issues guidance on voluntary employees’ beneficiary associations (VEBAs) and supplemental unemployment benefit trusts (SUBs).

United States equities reached new highs in November and continued to gain on a mix of supportive monetary policy.

U.S. equities gained on strong employment and corporate earnings in October, suggesting that the U.S. economy is holding steady.