The SECURE Act 2.0 of 2022 provides plan sponsors with a number of additional tools to enhance the attractiveness and effectiveness of their retirement plans.
Month-in-Review: December 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
The Advocate Newsletter: Unpacking the SECURE 2.0 Act of 2022
In December of 2019, before COVID was in our daily vocabulary, President Trump signed the Setting Every Community Up for Retirement Enhancement Act. The SECURE Act sought to increase access to retirement savings accounts and to protect American workers from outliving their retirement assets.
Month-in-Review: November 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
The Advocate Newsletter: To ESG or Not ESG?
It has been widely reported that the Department of Labor (DOL) has published its new Environmental, Social, and Governance (ESG) final regulation. Depending on one’s perspective, that characterization ranges from somewhat accurate to quite inaccurate.
Growing Fiduciary Responsibilities Amid Challenging Markets
Significant market volatility this year has thrown a wrench into the retirement plans of many late-career employees. The good news is that fiduciaries have opportunities to help.
The Advocate Newsletter: ERISA Attorney Talk – Lots to Talk About
As we work closely with plan sponsors and participants in a challenging environment, we encounter common themes on the regulatory, plan administration, M&A, and data security fronts. We’ll provide fiduciary education around those items and an update on potential regulatory and legislative changes coming soon.
Month-in-Review: October 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Making Sense of the Markets: November 2022
Economic news and the domestic markets can be confusing. With all the changes happening, it is important to stay up to date on the current developments and have a plan for the long term.
The Advocate Newsletter: Fiduciary Responsibilities in Challenging Markets
We’ve not been so lucky in 2022, as inflation has run rampant, equity markets have struggled mightily, and bond markets have offered no place to hide.