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 […]
Secure 2.0 – Summary Changes 2024 Read More »
In 2024, U.S. large cap stocks had a strong start, jumping by 10.6% according to the S&P 500 index. This surge came after a solid performance in the previous quarter. While most major regions saw gains in equities, U.S. stocks continued to lead the pack. Japan was the only market to surpass the U.S., with
1Q2024 Market Overview – Sustained U.S. Distinction Read More »
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
Avoid Letting Interest Rates Determine Your Investment Strategy Read More »
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
How We Can Help You Meet Your Fiduciary Obligations Read More »
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
Fiduciary Management in Times of Economic Uncertainty: Strategies for Stability Read More »
