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Category Archives: Quarterly Newsletters
Secure 2.0 Act of 2022, Important Deadlines, Dollar Cost Averaging (DCA), and more.
Legislative News and Updates, Important Deadlines, Participant News, Alliant Retirement Consulting – In The News, and more.
The Consolidated Appropriations Act, 2021 (the “CAA ’21”), 2020 Disaster Relief, Temporary Partial Plan Termination Relief, Missing Participant Guidance Released by the Department of Labor (DOL), Best Practices for Pension Plan Fiduciaries to Reduce Missing Plan Participants in Retirement Plans.
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 […]
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 […]
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 […]