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Procyon Perspectives

The world as we see it

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05.01.2020

CARES Act Update – Disaster Relief Notice 2020

Retirement plans

On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject to ERISA. This communication provides a summary of those items.

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04.08.2020

COVID-19 Creates Personal Planning Opportunities

Private wealth management & investing

Bear market conditions and the US government’s legislative responses to the unfolding COVID-19 pandemic offer both financial relief and opportunity.

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04.02.2020

Smart Financial Strategies for Unexpected Events

Personal finance

A once-in-a-lifetime event such as the coronavirus pandemic forces us to reassess many things we may have taken for granted.

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04.02.2020

Stocks & the Coronavirus – Think Before Reacting

Personal finance

The sustained rally that produced 30%+ gains in the S&P 500 in 2019 and continued into 2020 came to a screeching halt in late February, when fears of the coronavirus epidemic and its effects on the economy swept Wall Street and beyond.

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04.02.2020

Managing Market Volatility – Principles of Investing Success

Personal finance

The past months have tested the strength and resolve of individuals, businesses and governments around the world.

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03.30.2020

CARES Act – Impact on Retirement Plans

Retirement plans

On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) that was passed in the U.S. Senate on March 25, 2020. The President signed the bill into law on March 27, 2020. This brief is…

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03.18.2020

Fee Levelization and Defined Contribution Plans

Retirement plans

The growth of 401(k) or Defined Contribution (DC) plan investments has been on a steady climb since the beginning of this century.

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02.12.2020

The Winds of Change: Emerging Trends for Life Plan Communities

LPCs/CCRCs

We are at a crossroads where there is tremendous change facing the Continuing Care Retirement Community (CCRC)/Life Plan Community (LPC) industry.

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01.29.2020

Millennial Savings Plans – Is Your 401(k) Ready to Adapt?

Retirement plans

Today’s workforce is uniquely shaped in a way that we haven’t experienced before. Some workplaces may be employing people representing as many as four different generations – Baby Boomers, Gen X, Gen Y, and Millennials.

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