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 ...
Retirement
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 ...
Facing Investment Decisions as Shelter-In-Place Guidelines Ease
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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
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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 ...