Corporate Retirement Insights

Senate Control May Fuel Retirement Policy Moves

Throughout the presidential campaign, we heard several proposals pertain to retirement and retirement plans that President Biden is likely to pursue now that he’s taken office.

2021 IRS Cost of Living Adjustments Affecting Retirement Plan Contributions

Late last month, the IRS announced the cost-of-living adjustments affecting dollar limitations for defined contribution and defined benefit retirement plans for tax year 2021.

Just Breathe: Greenspring Election Day Insights

On the day of what has been billed as the most important election of our generation, we wanted to revisit a very important question for investors:  Should elections influence long-term investment decisions?  To answer that question, it makes sense to dive into some of the data to lend us some perspective.

Five Plausible Reasons Why the Stock Market Keeps Climbing

Why does the stock market keep going up despite the awful economy? This is by far the most common question we are hearing from clients right now.

Cybersecurity Considerations for Plan Sponsors

Across the retirement industry, technology and digitization are delivering significant enhancements for participants and plan sponsors. But the increasing usage and reliance on technology come at an additional cost — cybersecurity.

PPP Loan Forgiveness and Business Owner Retirement Contributions

One of the six areas of spending that qualifies for PPP Loan forgiveness is employer retirement contributions. Thus, many business owners are looking to accelerate company contributions during the eight weeks following receipt of the funds. But there’s a catch.

Key Considerations for Suspending Employer 401(k) and 403(b) Contributions

In these unprecedented and uncertain economic times, many plan sponsors are looking at ways to conserve cash and control spending. One strategy some plan sponsors may consider is a suspension, reduction, or delay of employer contributions to its retirement plan

Always Look on the Bright Side (read that without whistling!)…

When we see what seems like the entire investing world taking a view opposite of what the overwhelming odds tell us about markets long-term, we thought it would make sense to highlight some of the positive news out there that you may not be hearing.

The SECURE Act of 2019 – What You Need to Know

The Act introduces many tax law changes and is the most significant retirement-related legislation in almost 15 years. Here are a few of the more salient provisions.