Market & Legal Update

MARKET: Overall global equity markets advanced higher despite record inflation. LEGAL: Learn about plan compliance for the ERISA Fidelity Bonding Requirements.

MARKET: Markets post worst first half of the year since 1970. LEGAL: IRS introduces new pre-audit compliance pilot program.

MARKET: Market volatility continues as the U.S. economy declines. LEGAL: IRS extends remote notarization and signature witnessing through December 2022.

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.