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Qualified Plan Advisors: April Newsletter

We’ve learned a lot about retirement plan participants and fiduciaries over the last year. The upcoming April 21st Qualified Plan Fiduciary Summit presents an opportunity for plan fiduciaries to take stock in the last year’s lessons and to think about the challenges and opportunities that lie ahead.

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Week-in-Review: Week ending in 04.02.21

The S&P 500 continued to set new record highs, this time above the 4,000 level for the first time to start the second quarter. Technology stocks sustained their renewed strength and led the Nasdaq and growth indices to the top of the charts over the holiday‐shortened week.

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Tax Filing Need-to-Knows for 2020

Have you filed your 2020 taxes yet? We know it can be overwhelming doing your taxes in general and with 2020 being the year of the pandemic, there are even more questions surrounding this year’s tax season and Tax Day.

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Week-in-Review: Week ending in 03.26.21

The S&P 500 closed the week at a new all‐time high after a shaky start to the week. Like last week though, technology and small cap stocks fell, with the Nasdaq Composite down ‐0.6% and the Russell 2000 down ‐2.9%.

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What a Year It Has Been

I woke up this morning to a series of articles “celebrating” a momentous one-year anniversary. On March 23, 2000, the S&P 500 reached its mid-COVID-19 pandemic bottom. A year later, there are a lot of numbers to celebrate. For example, the S&P 500 and Dow have both bounced more than 75% from their March of 2020 bottoms. The NASDAQ is up over 90%.

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Week-in-Review: Week ending in 03.19.21

Major U.S. equity indices slid this week, as the S&P 500 and the Nasdaq Composite both fell ‐0.8% and the Dow dipped ‐0.5%. Small caps, which have outperformed this year, saw heavier profit taking with a ‐2.8% decline.

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Avoiding Penalties in Early Retirement

The day has finally arrived.  After a long and diligent career you are ready to retire! You listened to the advice over the years; you saved as much as possible and controlled your expenses. All of the hard work and discipline has paid off when you finally see that magic number in your 401(k) account that will allow you to retire! The best part? You are only 55; you are going to retire early and all you have to do is pay a staggering 10% penalty for early withdrawals!

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Week-in-Review: Week ending in 03.12.21

Global equities rallied on the week, led by small cap stocks and those in value and cyclically‐natured sectors. The S&P 500, Dow Jones Industrial Average and Russell 2000 Index all set new records during the week.

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