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How to Evaluate a Retirement Plan Recordkeeper

Lawsuits and the threat of regulatory action means plan sponsors must take special care in choosing a recordkeeper, the entity that manages and accounts for employee investments. Here are some best practices in choosing one and evaluating the incumbent provider.

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Market Commentary, 7/18/22

Nobody is happy, but Americans are feeling more optimistic. Last week, headlines blasted the new inflation numbers. Prices were up more than 9% year-over-year in

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Looking Forward

Both stock and bond markets have been challenging this year, but LPL Research explains what this could mean looking forward.

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Infographic: Financial Wellness

Financial wellness initiatives may not get the attention that physical wellness programs get from employers, but financial stress has an impact on physical health. Employees typically take that stress to work, diminishing productivity and engagement.

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Market Commentary, 6/21/22

The fight against inflation intensified. Last week, the Federal Reserve (Fed) delivered a message that it is serious about fighting inflation. The Federal Open Market

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Market Commentary, 5/16/22

Living with a bear. On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears. Some participants live warily alongside bears, while others

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Market Commentary, 5/2/22

Correction and contraction…. Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a fallen tree,

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Market Commentary, 4/11/22

The first quarter of 2022 was jam-packed with volatility-inducing events: rising inflation, war in Ukraine, rising interest rates, sanctions on Russia, and a new COVID-19

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Market Commentary, 4/4/22

Checking in on the Federal Reserve. Among other things, Congress asks the Federal Reserve to use its tools to promote price stability and  maximum employment.

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Market Commentary, 3/7/22

The world is adapting to a changing reality. As the war in Ukraine intensified last week, financial markets grappled with uncertainty. “After watching financial markets

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Market Commentary, 2/28/22

Last week, Russia invaded Ukraine. Russian President Vladimir Putin’s decision ignited the biggest military conflict in Europe since World War II. The war is already

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Market Commentary, 2/22/22

Investors’ appetite for risk diminished as the Russian threat to Ukraine intensified. Volatility was high last week as investors guessed and second-guessed how markets would

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Market Commentary, 2/14/22

Why did stock markets in the United States finish the week lower? If this were Jeopardy, acceptable answers to that question might include:  Rising inflation.

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Market Commentary, 2/7/22

A rosy view through the rearview mirror. To say that economists did not have great expectations for the January employment report might be understating their

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Stocks’ Road Ahead

The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500

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New Beginnings in 2022

With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and

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Market Commentary, 1/3/22

2021 was a fizzing mints-in-soda kind of year. Everything seemed to shoot higher – from COVID-19 cases and vaccinations to economic growth and global stock

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Market Commentary, 12/6/21

Investors look to the future. Last week, employment and manufacturing data confirmed that the United States economy continued to strengthen in November, but positive economic

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Vaccines in the Workplace

Here are the latest resources to help you navigate newly released vaccine guidelines and consider what workplace policies and programs fit best within your organization.

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Market Commentary, 11/8/21

Feeling bullish… Investor bullishness ticked higher last week on all four investor sentiment gauges tracked by Barron’s.Investor optimism may have been fanned by positive financial

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Market Commentary, 10/18/21

Don’t get spooked! Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors. Last week, Nicholas Jasinski reported on 2021’s findings:

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Market Commentary, 9/20/21

In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm.  Every month, Bank of America (BofA) surveys global asset managers. The

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