January 03 2022

Investor Insights - January 2022

See our recap of December's key statistics and market commentary below.  Noteworthy Numbers 9.6 The FTSE NAREIT All Equity REIT index gained 9.6% in December, capping an excellent year for the real estate market in which the index gained 41.30%. 6.8 ...

December 01 2021

Investor Insights - December 2021

See our recap of November's key statistics and market commentary below.  Noteworthy Numbers 20.81The spot price for a barrel of crude oil fell by 20.81% in the month of November after hitting multiyear highs the previous month, due to concerns about ...

November 05 2021

Big Jump for Qualified Plan Limits and Social Security in 2022

As a result of higher increases to the Consumer Price Index in 2021 than have been seen in recent years, Social Security benefits and qualified retirement plan limits will rise significantly in 2022, according to recent announcements from the IRS and...

November 02 2021

Investor Insights - November 2021

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers 10.94 The leading sector in the S&P 500 for October was Consumer Discretionary, with a 10.94% return. 9.53 The S&P 500 closed at a new all-time high on ...

October 28 2021

Ten Pension Terms That Make You Go Hmmmm...

All industries have their own lingo. The pension industry is no different. No one would expect someone who doesn’t work in the field to readily know what “AFTAP,” “SB,” “11(g),” or “rate group” mean.

October 25 2021

2021 ASPPA Conference

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October 04 2021

Investor Insights - October 2021

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers -4.65 The S&P 500 Total Return had a -4.65% return in the month of September, its first negative return since January. The index is positive 15.92% year-to-...

September 01 2021

Investor Insights - September 2021

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers 50 Bitcoin topped $50,000 in August before finishing the month at $47,070. The flagship cryptocurrency (along with many other digital coins) has been on an impr...

August 12 2021

No 2020 Form 5500 Needed for Retroactive Qualified Plans

The IRS has announced that, for qualified retirement plans adopted in 2021 retroactive to the 2020 plan year, a 2020 Form 5500 will not be required.

August 02 2021

Investor Insights - August 2021

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers -8.27% The energy sector was the worst performer in July, losing 8.27%. The decline was due both to the fears of future lockdowns caused by the Delta variant of C...