The world as we see it
03.30.2020
CARES Act – Impact on Retirement Plans
Retirement plans
By Chris Foster
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…
Read More03.18.2020
Fee Levelization and Defined Contribution Plans
Retirement plans
By Chris Foster
The growth of 401(k) or Defined Contribution (DC) plan investments has been on a steady climb since the beginning of this century.
Read More02.12.2020
The Winds of Change: Emerging Trends for Life Plan Communities
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
We are at a crossroads where there is tremendous change facing the Continuing Care Retirement Community (CCRC)/Life Plan Community (LPC) industry.
Read More01.29.2020
Millennial Savings Plans – Is Your 401(k) Ready to Adapt?
Retirement plans
By Amber Kendrick
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.
Read More01.08.2020
New Year, Long-Overdue Overhaul of the Retirement Industry
Retirement plans
By Chris Foster
The Setting Every Community Up for Retirement (SECURE) Act was signed into law late in 2019, marking the second time in three years new tax legislation passed at year-end. Why is it significant? The SECURE Act gives retirement savers a more robust toolkit to save…
Read More10.25.2019
Cybersecurity for Plan Sponsors: What You Need to Know and What Actions to Take
Retirement plans
By Chris Foster
Today, it is hardly surprising that the term “cybersecurity” is ubiquitous as the issue that regularly makes news headlines around the world.
Read More10.15.2019
Choosing a Retirement Plan
Retirement plans
By Chris Foster
Employers recognize that providing tax-favored retirement benefits makes good business sense. Prospective employees consistently rank the presence of a retirement plan as an important factor in deciding whether to accept a job offer.
Read More09.30.2019
Paying Too Much in Taxes? Consider a Cash Balance Plan
Retirement plans
By Chris Foster
The retirement plan landscape has undergone a series of radical changes in recent decades. For a long time, the traditional pension plan was dominant. Under these plans, employers put money into funds that pay retired workers, and sometimes their survivors, a regular income for the…
Read More08.23.2019
Looking at the Big Picture: Non-Portfolio Assets Matter
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Indeed, it’s really important to ensure that one is solving for the right problem. After all, arriving at any answer is not challenging, but arriving at the right one—one that will further your cause—is considerably more taxing. All investors can be guilty of a little…
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Monthly market commentary
March 6th, 2020
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March 20th, 2020
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March 27th, 2020
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April 3rd, 2020
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May 5th, 2020
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June 5th, 2020
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July 10th, 2020
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August 7th, 2020
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September 4, 2020
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October 9, 2020
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