Monthly publication highlighting the latest changes in the market and providing timely legal and regulatory updates that may affect your business.
MARKET: Stocks sell off amid credible risks to the economy.
LEGAL: More retirement reform could happen soon.
MARKET: Markets advance despite war, record high inflation and rising rates.
LEGAL: IRS issues new proposed regulations for required minimum distributions (RMDs).
MARKET: Russia’s invasion of Ukraine puts markets on edge.
LEGAL: Supreme Court decision on excessive fees offers important reminders for plan fiduciaries.
MARKET: Who could have thought we would be missing 2021?
LEGAL: The challenges of beneficiary determinations.
MARKET: Stocks capped off another banner year amid Covid-19 and rising inflation.
LEGAL: Kick-off the new year by marking your calendars with important 2022 compliance requirements and deadlines.
MARKET: Omicron variant and Fed policy pivot contributes to markets declining.
LEGAL: IRS issues FAQs on re-employed retirees and in-service distributions.
MARKET: S&P posts best month in nearly a year.
LEGAL: Understanding how to electronically distribute your SPDs.