Ideas & Insights

U.S. dollar strengthened in September as the existing monetary stimulus wane and expectations for fiscal stimulus before the election fade.

In response to extreme bouts of market volatility, index providers disregard their standard rebalancing practices.

Sustained upside inflation risks remain low despite recent stimulus measures, but inflation dynamics are fluid.

In this issue, we discuss four red flags that the IRS and the Department of Labor look for on Form 5500 filings.

The DOL’s lifetime income disclosure rule will increase costs and information required for benefit statements in defined contribution plans.

These proposed regulations apply to the extension of time to rollover participant loans provided by the Tax Cuts and Jobs Act (TCJA).

Reopening risks weighed on midstream energy performance and relatively attractive yields benefited real estate.

These Frequently Asked Questions will help you understand the stock options you have been granted and their tax consequences.

In regard to fixed income, nominal Treasury yields fell across the curve and positive risk sentiment benefited credit spreads.

DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.

Due to the COVID-19 pandemic and economic crisis, the IRS will permit employers to adopt midyear amendments to plan contribution formulas.

Municipal bonds have a long history of capital preservation in stressful periods and enjoy a number of foundational strengths.

Notice 2020-51 affords welcome additional flexibility for individuals to deal with required minimum distributions they took in 2020.

The proposal concerns ERISA plans that make investment decisions based on environmental, social and corporate governance (ESG) factors.

Guidance relating to the application of the Cares Act to coronavirus-related distributions and loans from retirement plans.

Investors can expect continued accommodative monetary policy and should recognize the Fed’s willingness to employ necessary emergency tools.

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.