Market Summary 4Q21

By nearly every measure, 2021 was a booming year. The economy, aided by $6 trillion of Trump and Biden deficits and an accommodative Federal Reserve, roared back to life. GDP growth could reach an annual 5.5%, the highest result in over 35 years. Unemployment dropped from 6.7% to 3.9% and there are over 10 million […]

Plan Legislative and Regulatory Update 4Q21

This compliance calendar is designed to help Defined Contribution Plan Sponsors stay up to date on 2022’s important regulatory deadlines. Please note, this calendar is meant for informational purposes only and not to be all-inclusive. For additional information, please reach out to your recordkeeper or third-party administrator. (Click the image below to download a PDF […]

2022 Defined Contribution Compliance Calendar

This compliance calendar is designed to help Defined Contribution Plan Sponsors stay up to date on 2022’s important regulatory deadlines. Please note, this calendar is meant for informational purposes only and not to be all-inclusive. For additional information, please reach out to your recordkeeper or third-party administrator. Click the calendar image below to view the […]