Blogs & Market Updates
Market Commentary
Ceasefire Sparks Risk Rally
Market Data as of Week Ending: 4/10/2026 unless noted otherwise U.S. equity markets posted another strong week, as...
Markets Rebound Despite Geopolitical and Inflation Risks
Market Data as of Week Ending: 4/3/2026 unless noted otherwise Stock prices generally recovered, as major U.S. indexes...
Stocks Extend Losing Streak to Five Weeks as Confidence Fades
Market Data as of Week Ending: 3/27/2026 unless noted otherwise Large-cap equities bore the brunt of a risk-off week...
Markets Continue to Slide as Uncertainty Looms
Market Data as of Week Ending: 3/20/2026 unless noted otherwise Broad-based selling defined the week as equity markets...
Oil Shock Rattles Markets for Third Straight Week
Market Data as of Week Ending: 3/13/2026 unless noted otherwise Concerns over persistent inflation and wildly...
Turning 401(k) Audit Season into a Strategic Advantage
By Nick Capo As the first quarter wraps up, many plan sponsors are turning their attention to an important...
Surging Oil Prices and Unexpected Job Losses Weigh on Markets
Market Data as of Week Ending: 3/6/2026 unless noted otherwise Last week’s market downturn intensified as the Middle...
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...
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...
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...
2016 vs Now: A Decade of Change to 401(k) Contribution Limits and Rules
By Kevin McDevittRetirement planning has evolved significantly over the past decade. While 2026 may not feel like it...
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...
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...
Policy Jitters Weigh on Stocks Despite Resilient Data
Market Data as of Week Ending: 1/23/2026 unless noted otherwise U.S. equities declined overall during the...
Secure 2.0 and the 2026 Roth Catch-Up Rule: What Financial Advisors Need to Know
By Rebekah MeredithKey Change Under SECURE 2.0 Beginning Jan. 1, 2026, the SECURE 2.0 Act requires catch-up...
Markets Mixed as Earnings Season Kicks Off
Market Data as of Week Ending: 1/16/2026 unless noted otherwise U.S. equities were mixed last week as earnings season...
Stocks Climb to Records Despite Mixed Labor Market Data
Market Data as of Week Ending: 1/9/2026 unless noted otherwise U.S. equities rose last week, overcoming heightened...
Q4 2025 Plan Sponsor Insights
Sending You Warm Holiday Wishes With the holiday season approaching, we want to take a moment to share our heartfelt...
Private Equity in 401(k)s: What’s Changing and When You Might See It
By Kevin McDevitt For years, 401(k) plans have been built around familiar investments, such as mutual funds, stocks...
How Advisors Can Help Build Retirement Confidence Through Effective Engagement
By Rebekah Meredith We’ve all heard it, many Americans are behind when it comes to saving for retirement, and some...
Need Protection from Creditors? Don’t Forget Retirement Plans
By Jerrod Weiss Employer-sponsored retirement plans offer many tax-based benefits and simplicity, enabling Americans...
Q3 2025 Plan Sponsor Insights
In today’s dynamic retirement landscape, our commitment to you and your plan participants remains steadfast. We...
Make the Most of National 401(k) Day: Smart Steps for Your Retirement Plan
National 401(k) Day is more than just a calendar event. It is a powerful reminder to take control of your financial...
2025 Contribution Limits
Each year, the Internal Revenue Service (IRS) raises the contribution limits for 401(k) retirement plans, allowing...
American Trust Retirement Review Insights, Trends and Strategies for Success
At American Trust Retirement, it’s our goal to keep you informed. We are dedicated to adding value to your retirement...
New Automatic ACH Processing Solution
Over the past several months, our Contributions team has worked closely with SWE to deliver a new Automatic ACH...
6 Questions to Consider When Selecting Your 401(k) Team
Whether you're an advisor who's new to the 401(k) space, or you’ve been...