Sequoia joins NAPA DC Fly-In Virtual Meetings on the Hill
Over the last few months, government agencies have responded to COVID-19 with numerous relief options for individuals and businesses. As ...
Retirement & Financial
2020 Retirement Legislation & Regulation Explosion!
Over the last few months, government agencies have responded to COVID-19 with numerous relief options for individuals and businesses. As ...
IRS Extends Many Tax Filings, But Not Retirement 5500s
To help taxpayers, the Department of Treasury and the Internal Revenue Service (IRS) issued Notice 2020-23 to provide additional key ...
The Modern Mortgage: An Inside Perspective on Financing a Home
For most of us, buying a home is one of the biggest debts we’ll take on in our lifetime. ...
DOL Issues Final Regulations on E-Delivery for Retirement Plan Disclosures
The Department of Labor (DOL) issued a final regulation on optional alternative safe harbors for satisfying ERISA’s disclosure delivery ...
Facing Investment Decisions as Shelter-In-Place Guidelines Ease
World leaders are making critical decisions about how to open their countries. Governors and local leaders are issuing guidelines to...
Retirement Benefit Considerations for Employers in Response to COVID-19
Employers may be looking for guidance on how to manage the company-sponsored retirement benefits for employees while balancing the company’...
Congress Passes Retirement Plan Relief Amidst COVID-19 Outbreak
In Sequoia’s continued efforts to take great care of you and your people through times ...
Coronavirus (COVID-19) Retirement Plan Health Check
This article looks at the current state of federal legislative relief and some considerations for retirement plan fiduciaries as we ...
Finding the new norm: Retirement investing during COVID-19
All signs indicate the market will see a tremendous amount of volatility in the short term as the market tries ...
Coronavirus, Market Uncertainty, and Your 401(k) Account
The uncertainty surrounding the spread of the Covid-19 coronavirus has caused an increase in volatility in the markets. For those...
The SECURE Act Passes as the Largest Retirement Legislation Since 2006
The SECURE Act represents the most significant retirement plan legislation in more than a decade in improve Americans’ retirement security....