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3rd Quarter 2019 Economic & Market Review

…Q2 (20.6% for the year-to-date, “YTD”). Large-cap stocks significantly outperformed their small-cap counterparts for the period as the Russell 2000 Index fell by -2.4% (14.2% YTD). Meanwhile, the Russell Midcap Index returned 0.5% for the quarter (21.9% YTD). In terms of style, value outperformed growth…

The SECURE Act Has Finally Passed – What Does It Mean? (Part Two)

…chance at putting aside real savings for their retirement. On the administrative side, there are a number of improvements that should also be noted. SECURE permits businesses to treat qualified retirement plans adopted before the due date (including extensions) of the tax return for the…

Everyone Into the Pool? Not So Fast…

…the information regarding pooled plan providers posted on its website and available to the public is up to date. “Otherwise,” it continued, “the Department, employers, and the public would have to rely on outdated information until a Form 5500 was filed for the plan and…

The American Rescue Plan (ARP) Act of 2021

…is the federal government’s latest economic stimulus package and the first under President Biden. Key Items Defined Benefit Single Employer Plan Funding Relief Defined Benefit Multiemployer Plan Funding Relief Impacts to Defined Contribution Plans Update on The Securing a Strong Retirement Act of 2020 (SSRA)…

Not So PEPpy? Think Group of Plans

…are many PEPs out there to choose from, but even at this early date in the calendar year it does not look like the prediction from the U.S. Department of Labor (DOL) that 3,200 firms would apply to administer PEPs — Pooled Plan Providers (PPPs)…

New Legislative Initiatives in D.C. to Keep an Eye On

…Rainy Day Savings Act (S. 2600) would enable individuals to build emergency savings during tax time by allowing filers to save a portion of their tax refund via postponing 20% of it to a later date and placing it into a “Refund to Rainy Day…

Fixing What Others Fear

…off or things are not looking good, the team gives the plan sponsor a “heads up,” and suggests corrections early on. It could be something as simple as a fixing a wrong birth date for a participant or applying the proper definition of compensation from…

Big Plans for Small Businesses

…retirement; see how a plan governance process may help reduce fiduciary liability; identify plan design elements that may help plan sponsors achieve personal and business goals; and stay up to date on plan compliance issues. *Disclaimer: This recording is not eligible for Continuing Education Credits…