Ideas & Insights

Equities values broadly outperformed growth during the month of December, led by technology, energy, utilities and healthcare.

The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.

The Act’s significant implications for individuals’ retirement and estate planning suggests that they consult with their advisors…now

IRS guidance establishes amendment deadline for 401(k) and other retirement plans to comply with new hardship distribution rules.

IRS issues guidance on voluntary employees’ beneficiary associations (VEBAs) and supplemental unemployment benefit trusts (SUBs).

United States equities reached new highs in November and continued to gain on a mix of supportive monetary policy.

U.S. equities gained on strong employment and corporate earnings in October, suggesting that the U.S. economy is holding steady.

The IRS issues proposed regulations to update the life expectancy tables to reflect current, longer life expectancy rates.

The federal government will expand health reimbursement arrangement (HRA) with two new options starting in 2020.

The IRS publishes applicable annual limitations and maximums for retirement plans, resulting in small increases for 2020.

It is important for investors to focus on long-term strategic asset allocation in the face of short-term economic headwinds.

Fiduciary standard of care and understanding the key differences between 3(21) and 3(38) co-fiduciary advisory services.

U.S. equities gained suggesting that the economy is holding steady amid concerns of global slowdown and faltering manufacturing activity.

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

In this issue: IRS guidance on uncashed retirement distribution checks and reasons to integrate HSAs into your company's retirement plan.

The IRS issued final regulations on the 401(k) plan hardship distribution requirements as amended by tax reform (T.D. 9875).

Citing uncertainty regarding the global economic outlook, the FOMCs cut the target range for the Federal Funds rate by 0.25%.

Trade rhetoric and Brexit concerns continued to be front of mind for investors amid underwhelming economic data.

Recent investor headlines have focused heavily on the inversion of the U.S. yield curve. What’s the real story for investors?

An interest rate cut fulfilled market expectations, but a lack of future stimulus measures caused a market sell off at the end of July.