Ideas & Insights

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.

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

Job losses and hardships have some investors tapping into employer-sponsored retirement savings. Learn what questions you may face.

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

In this issue of Retirement Report we discuss several areas that influence plan sponsors and fiduciaries of defined contribution plans.

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 this podcast, learn what provisions of the SECURE Act are likely to affect your financial, tax and estate plans.

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