Ideas & Insights

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.

Is the coronavirus the only factor driving recent market volatility? RSM US Wealth Management discuss the elevated market uncertainty.

Determining what type of retirement plan to offer employees can be complicated and expensive. Learn what to consider when selecting a plan.

U.S. equities were flat as concerns grew about the impact of the coronavirus on global economies, which increased volatility last month.

Risk assets were off to a strong start in 2020, but that abruptly reversed the last week of January. Read more.

Investors are now asking what, if anything, will derail markets from moving higher. Will a reversal in 2020 mean we’re back to the races?

In this issue, we discuss the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) potential effect on plan sponsors.

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.