Wealth Services
Monthly Market and Economic Update - January 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
February 10, 2025
Find out more
AREAS OF EXPERTISE
Employee Benefits
Reminder: RxDC Reporting Due June 1
With the 2024 reference year RxDC reporting deadline approaching in June, plan sponsors should refamiliarize themselves with the reporting requirements. The 2024 reference year RxDC Reporting Instructions have been released, though there were no changes to the reporting requirements or data elements from last year.
February 10, 2025
Find out more
Weekly Market Update
Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets.
February 10, 2025
Find out moreRetirement Plan Services
Report Highlights Risks and Oversight Challenges of Crypto in 401(k)s
A new report highlights the risks and oversight challenges of including cryptocurrency in 401(k) plans, citing high volatility, regulatory uncertainty, and cybersecurity threats. With federal agencies urging extreme caution, plan sponsors must carefully evaluate their fiduciary responsibilities and stay informed on evolving regulations.
February 6, 2025
Find out more
Retirement Plan Services
PBGC Updates Premium Deadlines for 2025 and Beyond
Plan sponsors should prepare for an earlier premium payment deadline in 2025 due to changes from the Bipartisan Budget Act of 2015. While efforts to repeal the rule continue, the Pension Benefit Guaranty Corporation urges sponsors to adjust their filing processes and stay informed on potential regulatory updates.
February 3, 2025
Find out more Is a Roth IRA Conversion Right for You? Five Questions to Ask
A Roth IRA conversion can help reduce taxes in retirement, but it’s not the right move for everyone. Before making the switch, consider these five key factors that could impact your tax liability, income, and long-term financial strategy.
February 3, 2025
Find out moreWealth Services
Weekly Market Update
Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports.
February 3, 2025
Find out more Wealth Services
Weekly Market Update
Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C.
January 27, 2025
Find out more Employee Benefits
Employee Benefits, Prescription Drugs and the Importance of Benchmarking
Benchmarking — the process of comparing benefits among companies of similar size, industry and geographic location — is a vital exercise in designing an employee benefits program that enables a company to compete and retain talent without damaging the bottom line.
January 27, 2025
Find out more