Market Update for the Quarter Ending March 31, 2017
U.S. equity markets had a very strong first quarter, despite mixed results for March itself. Read More
Take Charge of Your Retirement During National Retirement Planning Week
April 3-7 is National Retirement Planning Week 2017, an effort led by The National Retirement Planning Coalition (NRPC) to promote the importance of comprehensive retirement planning. Read More
House Republicans Release Proposed ACA ‘Repeal and Replace’ Bill
Republican leaders in the U.S. House of Representatives have released the American Health Care Act, a bill which seeks to “repeal and replace” the Affordable Care Act (ACA). Read More
What You Need to Know About Exchange-Traded Funds
Exchange-traded funds (ETFs) have grown in popularity, drawing investors’ interest with low expenses, diversification, trading flexibility and tax efficiency. Read More
Market Update for the Quarter Ending December 31, 2016
Confidence was the key for the U.S. economy and financial markets in December. U.S. markets ended the year on a high note, with all three major indices up for the month, capping off positive quarterly and annual returns. Read More
Tips to start 2017 on the right “Financial Foot”
As you consider New Year’s resolutions related to your health, your career or your social life, consider adding your finances to the start-of-a-new-year equation. Read More
Using the Income Replacement Ratio to Measure Plan Health
A common challenge for sponsors of defined contribution retirement plans is measuring the success of their plans in meeting their employees’ future needs. Read More
End-of-Year Action Items
As 2016 comes to a close, it’s the time of year to review those end-of-the-year benefit plan “action items” that may require your attention. Read More
Market Update for the Quarter Ending September 30, 2016
Despite volatility, U.S. equity markets bounced back to close September with mixed results. Read More
Medicare Part D Notice Due by October 14th
In preparation for the Medicare fall open enrollment period, employers sponsoring group health plans that include prescription drug coverage are required to notify all Medicare-eligible individuals whether such coverage is creditable. Read More