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Secure Act 2.0 and What You Need to Know
Wednesday, January 6, 2021
The proposed legislation, “Securing a Strong Retirement Act of 2020”, could potentially help employers grow their retirement plan success by expanding coverage and boosting retirement savings. The proposed legislation,...
Read MoreWorried About the Election?
Tuesday, October 6, 2020
The Stock Market and the Upcoming Election “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and...
Read MoreCovid-19 In Charts
Wednesday, May 27, 2020
Posted by our affiliate, lplresearch, May 27, 2020 The S&P 500 Index flirted with closing above 3,000 yesterday, even as much of the economic data is some of the worst we’ve ever seen in our lifetimes. We are often asked how...
Read MorePotential Exposure to Litigation Risk
Tuesday, May 12, 2020
Plan Sponsors Be Careful with Litigation Risk in a COVID-19 World Investment committees charged with the oversight of their company’s 401(k) retirement plan may be wondering about their duties given recent financial market...
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COVID-19 Scams and Hackers
Tuesday, April 28, 2020
Now's the time to revisit online security When there's a natural disaster or global health crisis, like the current coronavirus (COVID-19) pandemic, you may hear reports of an increased number of scams and other efforts by...
Read MoreThe Coronavirus and Wall Street
Tuesday, February 25, 2020
The Coronavirus and Wall Street As you may know, the Coronavirus rattled Wall Street today. The Dow Jones Industrial Average dropped 1031.61, its largest decline in two years, while government-bond yields approached their all-time low...
Read MoreHow Do You Spell Success?
Wednesday, January 15, 2020
401(k) Health Measures: How Do You Spell Success? How do you measure the success of your 401(k)? Is it measured by participation rates? Do you feel like you’ve done a great job if you have 90 percent participation in your plan? I...
Read MoreMarket Update - November
Thursday, November 7, 2019Market Outlook – November Uncertainty is a part of investing, but today doubts are elevated as the Wall Street Journal reports “nervous investors have socked away $3.4 trillion in cash.” Despite these growing concerns...
Read More401(k) Investment Benchmarking
Wednesday, October 9, 2019How do you know if your investments in your 401(k) menu that you are providing your employees is performing great, okay, or poorly? Does it matter if you have subpar funds? How would you feel if you discovered your investment managers...
Read MoreMotivating Employees to Save for Retirement
Wednesday, October 9, 2019I speak with hundreds of employers every year and one of the most common complaints I hear is the struggle to motivate employees to take retirement planning seriously. Yes, the auto-enroll features help but is it enough? Probably not....
Read MoreThe Games People Play
Wednesday, September 18, 2019In my day, it was Space Invaders, Asteroids and Breakout. My friends and I would hang out on lazy summer days and between MTV and video games, we filled our time. That is, until we got bored and went outside to enjoy the sunshine....
Read MoreDividends and Your 401(k)
Tuesday, August 13, 2019While not all mutual funds or subaccounts held in a 401(k) pay dividends, many do. And the value of dividends should not be underestimated. Dividends are another way to boost the accumulation of shares. Over time, dividend compounding...
Read MoreMarket Update
Friday, June 14, 2019Market Update Turns out, May’s market volatility and trade war headlines has not deflated the enthusiasm in the markets, after all. The past two weeks gain of nearly 5% is showing the market’s continued resilience. Of...
Read MoreBoeing 737 Max
Wednesday, March 20, 2019The Boeing Story With Boeing’s 737 Max issues and subsequent price drop on their stock, I have been asked if I believe the stock is worth a look at for bargain hunters. I thought I’d share my perspective because not only...
Read MoreMarch Chart of the Month
Friday, March 1, 2019Chart of the Month With the U.S. stock market already with positive double digits for the year, investors may be wondering where we go from here. The storm clouds that pulled down the markets at the end of 2018 – rising interest...
Read MoreJanuary Market Report
Tuesday, February 5, 2019January Market Report After a roller coaster December, developments for January have set the stage for a potential growth trend. The January effect took hold with the Russell 2000 (small cap stocks) gaining 11.4% for the month. But...
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How Employers Can Lead Change
Friday, February 1, 2019Turning Chance into Change It wasn’t that long ago that retirement meant getting a good rocking chair on the porch and watching the world go by. We retired at age 65 and died by age 72. It didn’t take much planning or...
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