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Small Business Misconceptions

As a small business owner, you may think starting a retirement plan for your company is out of reach. You may face two main concerns: cost and time. Commonly, those concerns often lead to these misconceptions:

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Week-in-Review: Week of 01.18.21

On Thursday, the S&P 500 set another record high, and most major equity indexes posted solid results for the week. The technology‐heavy, growth‐oriented Nasdaq led with a +4.2% return and the S&P 500 gained +1.9%.

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Upcoming Changes that May Impact Retirement Savings

In 2017, tax reform debate included discussion of lowering the amount that workers were able to save in tax-deferred retirement plans to $2,400 from $18,500. Amounts contributed over $2,400, up to the cap, were slated to be taxed as those monies were deposited into the retirement plan with tax free distributions–when made in compliance with the tax code.

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Week-in-Review: Week of 01.11.21

Equities began and ended the week with losses to mark their first weekly decline of the new year. Small companies, however, were able to advance and have now been positive in 10 of the last 11 weeks. The 10‐year Treasury yield rose as high as 1.18% early in the week but then backed off to finish at 1.08%. The 10‐year UST yield began the year at 0.91% and rose for each of the first five days before falling for 3 of the last four.

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Q4 Quarterly Client Update

The year 2020 will forever be marked as the year of COVID-19; a virus that saw more than 20 million infected and took more than 300,000 American lives; more than 1.5 million around the globe; a pandemic that forced the entire world to shut down. This virus is still impacting our lives and infecting more than 200,000 every day. Recent vaccine developments finally offer some light at the end of the proverbial tunnel and reasons for optimism.

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Week-in-Review: Week of 01.04.21

Stocks overcame a pair of contentious Senate runoff races, protestors storming the US Capitol, and a disappointing employment report to advance for the week and close at new all‐time highs. Bond markets have begun to price in higher inflation, greater‐than‐expected fiscal stimulus, and increased Treasury issuance with the 10‐year Treasury yield jumping 20 basis points, its biggest weekly increase.

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Month-in-Review: December 2020

Finish strong. Stocks closed the quarter, and 2020, with strong returns, despite lingering economic concerns brought on by a resurgence in coronavirus cases, challenges with the vaccine roll‐out, and uncertainty around the policy implications following the Georgia Senate runoff outcome.

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Qualified Plan Advisors: January Newsletter

The late-December COVID-19 relief bill (the Consolidated Appropriations Act, 2021 or the “Appropriations Act”) included various retirement plan-related provisions among its 5,500+ pages. A closer look at those provisions reveals that the most significant relief applies to organizations that might otherwise experience a partial plan termination. This month’s article takes a deep dive into that relief and addresses other important nuggets for plan sponsors to consume, including some student loan repayment relief applicable outside of the retirement plan context.

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Week-in-Review: Week of 12.28.20

Equities ended the week, and the year, at new record highs amid the rollout of several Covid‐19 vaccines and a new economic relief package from Congress. Combining 2019 and 2020, the S&P and Nasdaq had their best two‐year performance since 1998 and 1999.

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Week-in-Review: Week of 12.21.20

Equities were mixed in the holiday‐shortened week. The S&P 500 declined slightly, while the Nasdaq and Russell 2000 gained. It was the eighth straight weekly gain for the Russell 2000 which sits just below it’s all‐time high.

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