Ideas & Insights

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

Employers have options for reimbursing employees for health insurance premiums and expenses on a tax-advantaged basis.

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

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

Value stocks have outperformed year to date. We look at what may lie ahead to see if this trend can continue. Read more.

With the popularity of target date funds, plan sponsors face critical decisions when determining an investment lineup.

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

Inflation influences Fed policy, and both impact stock prices. Our analysis of equity performance during various regimes may surprise you.

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

Gains in emerging markets stocks failed to sustain further advances so far this year. Let's look at some of the key drivers.

Investors are watching earnings to gauge the extent to which corporate profits are being impacted by supply chain issues and more.

Repaying student loans is a win, but employees are missing out on contributing to their retirement and employer matching contributions.

An increase in long-term capital gains rates may be cause to re-evaluate your portfolio, but our analysis suggests the market may not care.

S&P 500 corporations are poised for their largest year-over-year increase in quarterly earnings in a decade. Read more.

In this issue, we discuss updates to regulations that may affect you and your retirement plan. Learn more now.

Near term, headlines for REITs may remain challenging, especially as pandemic recovery efforts ebb and flow. Learn more.

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

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

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

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