Market Summary 3Q22

The Fed: Eye of the Storm While the Ukraine crisis continues to complicate energy supplies and prices, especially in Europe, and milder coronavirus variants cause deaths in the U.S., the primary driver of short-term economic events has been the Federal Reserve (“The Fed”). (Click the image below to download a PDF copy and for clickable […]

Plan Legislative and Regulatory Update 3Q22

On August 3rd, the IRS released Notice 2022-33. The Notice extends plan amendment deadlines which required plan documents to comply with the Setting Every Community Up for Retirement Act of 2019 (“SECURE Act”) and the relief for 2020 required minimum distributions (RMDs) under the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”). (Click the […]

What’s in the New 401(k) Retirement Bills

As the end of the year approaches, the focus on retirement legislation is likely to heat up in Congress. There are three pieces of bipartisan retirement legislation currently making their way through Congress. The House’s SECURE Act 2.0 is expected to be reconciled with a merged version of two current Senate bills, known as the […]