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Ideas & Insights

 




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, 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.


Monthly Market Commentary

Optimism abounds

While we are constructive on near-term markets, we will focus on the rebound in business activity following progress with the vaccine.


White Paper

2021 outlook: Poised for growth

While global economic activity increased in late 2020, the pace of recovery may be poised to moderate sequentially.


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.