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Ideas & Insights

 



Insight Article

Long-term rates are falling again

Yields on longer-term Treasuries have recently retreated. We examined several key factors behind the moves and what to watch going forward.

  • Vasko, CFA, Derek
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Insight Article

Missing participants in a retirement plan

A retirement plan is required to maintain contact information for participants and beneficiaries who are owed a benefit under the plan.

  • Andrioff, Joni
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Insight Article

Tax aware investing

Proposed changes to capital gains tax rates, review of benefit and considerations for systematic Tax Loss Harvesting and more.

  • Lamoutte, CFA, Keith
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Insight Article

Retirement Report: Third Quarter 2021

In this issue of the Retirement Advisory Report, we discuss 2021 updates to regulations that may affect you and your retirement plan.



Insight Article

Inflation is back: Is it here to stay?

Recent economic data has stoked inflation fears. The question is whether these signs of upward price pressure are cyclical or structural.

  • Lamoutte, CFA, Keith
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Insight Article

2021 Saver’s Credit

Individuals may be eligible for a valuable incentive to reduce federal income tax liability for contributing to a 401(k) plan.


Insight Article

Understanding revenue sharing

Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.


Insight Article

Plan documents: Save or purge?

What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.


Insight Article

Cybersecurity issues for plan sponsors

The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.