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Regulatory Education
Presentation: Top DC Trends and Developments 4Q21
This piece is approved to use with clients.
Recap of 4Q21 highlights, insights about the plan participant retirement readiness, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.
Regulatory Education
2022 Financial Planning Limits and Tax Rate Schedules
Curated content for RIAs.
Addressing the complexities of financial planning can be difficult.To help, Janus Henderson has created a guide to assist with: 2022 Tax Rate Schedules Comprehensive Income Tax Exemptions and Deductions Social Security Planning Coverage and Limits Medicare, Health Care and Retirement Plan Limits Estate and Gift Tax Planning Amounts Education Credits and Deductions Investment Planning
Regulatory Education
Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design
Curated content for RIAs.
To help plan sponsors better understand how to ensure their investment policy statement (IPS) is clear and current, we spoke with renowned ERISA attorney Hon. Brad Campbell about three areas where well-intentioned but unclear or outdated IPS language can create problems.
Client Experience
What Your Clients Need Now
Optimism is in the air this spring as we look forward to the prospect of returning to the activities we enjoyed pre-pandemic.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Retirement
The Not-So-Easy Steps to Investing Success
This piece is approved to use with clients.
While investors will always be looking for ways to time the markets, there are no shortcuts to investing success. Retirement Director Ben Rizzuto considers the lessons to be learned from the recent GameStop trading activity and outlines three steps to building a strategic long-term investing plan.