Category Archives: Quarterly Newsletters

Quarterly Insight, Q2 2021

Legislative News and Updates Department of Labor issues cybersecurity best practices: For the first time ever, the Department of Labor has issued cybersecurity guidance for the retirement financial industry. For an outline of best practices as outlined by the Employee Benefits Security Administration, click here. Important Deadlines: June 30: Deadline for processing corrective distributions for […]

Quarterly Insight, Q4 2020

Legislative and Regulatory News and Updates – Q4 2020 The Consolidated Appropriations Act, 2021 (the “CAA ‘21”) On December 27, 2020, the Consolidated Appropriations Act, 2021 was signed into law by President Trump. While the Act did not extend the coronavirus distribution and loan relief from the CARES Act, it did have a few provisions […]

Quarterly Insight, Q3 2020

Legislative News and Updates – Q3 2020 Updated IRS Guidance on CARES Act: On July 9, 2020, the IRS provided additional guidance on CARES Act provisions to expand the definition of a “qualified individual” as well as “qualifying conditions”. For more information on the enhanced provisions, click here. ESG Proposal from the DOL: The Department […]

Quarterly Insight, Q2 2020

Economic Outlook at a Glance – (Q2) 2020 Outlook This quarter’s themes: Cautious is the watchword; Growth concerns; Geopolitical risks remain; Fundamentals and risk assessment are key. To read more about these themes, click here. Legislative News and Updates Swift passing of the CARES Act: The Coronavirus Aid, Relief, and Economic Security Act, commonly known […]

Quarterly Insight, Q1 2020

Economic Outlook at a Glance (Q1) – Walking a tightrope. This quarter’s themes: Economy in 2020: Stable growth with political noise. Fixed income: Low and stable rates. U.S. equities: Earnings hold the key. International equities: Hard to ignore in 2020. Read attached document for more information. (source: JPMorgan Quarterly Perspectives) Legislative News and Updates The […]