Fiduciary Management

Election Insights 2024: Navigating Market Volatility and Opportunities

Fiduciary Management, Financial Piece /

Election years are known for increased market volatility and generally lower stock returns due to the uncertainty elections bring. Historically, the S&P 500’s average return during election years has been 6.2%, compared to 9.6% in non-election years. Volatility is also higher, averaging 16.5% in election years versus 15.3% in non-election years. Since 1980, the average […]

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Secure 2.0 – Summary Changes 2024

Fiduciary Management, Financial Piece, Regulatory Changes /

The SECURE 2.0 Act of 2022 was enacted on December 29, 2022, and introduces major changes to 401(k) plans, particularly those sponsored by small businesses. The law is designed to increase retirement plan coverage, enhance savings, and simplify existing rules. Employers need to familiarize themselves with the new provisions to ensure their 401(k) plans comply

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Avoid Letting Interest Rates Determine Your Investment Strategy

Fiduciary Management, Interest Rates /

Historically, stocks and bonds have shown solid performance during periods when interest rates were above 4%. Key Takeaways: After over a decade of ultra-low interest rates, adjusting to higher rates has been a challenge. However, these “high” rates are actually a return to historical norms: Rates above 4% were common prior to 2008. Historically, higher

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How We Can Help You Meet Your Fiduciary Obligations

Fiduciary Management /

Managing a 401k or 403b plan comes with significant fiduciary duties and responsibilities. Are you confident you are meeting all of your obligations as a plan sponsor? As dedicated fiduciaries, we partner with organizations to help fulfill their fiduciary roles and promote participant success. Here are some of the ways we can help strengthen your

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Fiduciary Management in Times of Economic Uncertainty: Strategies for Stability

Fiduciary Management /

In the ever-shifting landscape of finance, economic uncertainty can often feel like an unpredictable storm looming on the horizon. However, amid these uncertainties, there is one compass that can guide you safely through turbulent financial waters: fiduciary management. Let’s explore how fiduciary management can be your anchor of stability when economic uncertainties abound, and we’ll

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