Retirement Benefits Sites Help Employees Meet Their Financial Goals
Offering a competitive 401(k) retirement plan is one of the most valuable ways you can invest in your employees, but ...
Retirement & Financial
Financial Preparedness: Learning to Save as a Family
We’ve all heard that saving three to six months of expenses in an emergency fund should be a top ...
Building an Emergency Fund During COVID
We’ve all heard that saving three to six months of expenses in an emergency fund should be a top ...
Debate Continues on the Suitability of Environmental, Social, Governance (ESG) Funds in Retirement Plans
With increasing attention on racial injustice and COVID-19, many companies face pressure to offer Environmental, Social, Governance (“ESG”) funds for ...
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 ...
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 ...