By Kevin McDevittRetirement planning has evolved significantly over the past decade. While 2026 may not feel like it was long ago, major legislative updates and inflation adjustments have reshaped how 401(k) plans operate over the last decade. Understanding these...
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...
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...
Market Data as of Week Ending: 1/23/2026 unless noted otherwise U.S. equities declined overall during the holiday-shortened week, though markets recovered much of the losses by week’s end. The S&P 500 experienced its largest single-day drop since October after...
Market Data as of Week Ending: 1/16/2026 unless noted otherwise U.S. equities were mixed last week as earnings season kicked off with several big banks reporting fourth-quarter results. Expected earnings growth for Q4 2025 was lowered to 8.2% and if realized, the...
Market Data as of Week Ending: 1/9/2026 unless noted otherwise U.S. equities rose last week, overcoming heightened geopolitical tensions as most major indices closed at record highs. With an estimated 8.3% growth rate for Q4 2025, the S&P 500 is on track to...
Sending You Warm Holiday Wishes With the holiday season approaching, we want to take a moment to share our heartfelt appreciation for the opportunity to support your organization and its meaningful mission. Your commitment to helping others prepare for and navigate...
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...
By Jerrod Weiss Employer-sponsored retirement plans offer many tax-based benefits and simplicity, enabling Americans to reach their retirement goals. One benefit often overlooked is the broad protection from creditors under federal law (ERISA). ERISA‑qualified plans...
In today’s dynamic retirement landscape, our commitment to you and your plan participants remains steadfast. We recognize that exceptional service is the cornerstone of our partnership. It is our privilege to support our clients in achieving retirement success. As...