Market Data as of Week Ending: 3/6/2026 unless noted otherwise Last week’s market downturn intensified as the Middle East conflict escalated, triggering a sharp rise in oil prices following the closure of the Strait of Hormuz. This critical waterway handles nearly 20%...
Alan Gross
AI Fears and Sticky PPI Fuel Market Slump
Market Data as of Week Ending: 2/27/2026 unless noted otherwise Major U.S. stock indexes declined last week as investors adopted a risk-off tone amid concerns over AI disruption, geopolitics and trade. A research paper from Citrini Research set the mood, painting a...
Stocks Finish Higher Amid Supreme Court Tariff Ruling
Market Data as of Week Ending: 2/20/2026 unless noted otherwise U.S. equities rose over the holiday-shortened week as investors were focused on corporate earnings and a 6-3 Supreme Court decision that has declared the Trump administration’s recent trade tariffs...
Market Jitters Over AI Disruption Concerns
Market Data as of Week Ending: 2/13/2026 unless noted otherwise U.S. equities finished the week lower as concerns about the disruptive impact of artificial intelligence spread beyond the technology sector and into a broad range of industries. Investors grappled with...
AI Disruption and Tech Spending Rattles Investors
Market Summary as of the week ending 2/6/2026 unless noted otherwise. U.S. equities ended a volatile week mixed as renewed concerns around AI weighed on technology stocks, which posted their worst weekly performance since November. Earnings continued to be a dominant...
Markets Rattled as Metals Plunge and Stocks Diverge
U.S. equities were mixed for the week, even as the S&P 500 briefly surpassed 7,000 intraday. Precious metals sold off sharply on Friday, with gold down more than 10% and silver falling over 30%, following President Trump’s nomination of Kevin Warsh to lead the...
Why Moving Your 401(k) Into a Pooled Employer Plan (PEP) Can Be a Smart Move
By Nick Capo For many employers, managing a traditional 401(k) can be time-consuming, expensive and full of administrative challenges. That’s one reason Pooled Employer Plans have become an appealing alternative. They offer a modern, simplified way to deliver a...
eDelivery
Electronic delivery (e-delivery) has become a central component in communicating with participants. With the variety of notices and disclosures required today, e-delivery offers a modern, timely approach to delivering them. We offer e-delivery services to our clients...
Enhancements to Your Payroll Integration 360 Feed
We’re pleased to announce a series of strategic enhancements to the 360-payroll integration process, designed to elevate data accuracy, streamline reporting and deliver a more seamless experience for our clients and their payroll partners. Clients using the...
Register Today: Year-End Census Review Webinar – Jan. 6 & 7, 2026
As we prepare for the year-end compliance testing cycle, we’re hosting Year-End Census Review Webinars to help you streamline the census submission process and avoid common delays. Note, the same content will be offered in both webinars. Please click the dates below...




