Retirement Plan Committee – Comperio Retirement Consulting, Inc.

CARES Act Update

March 27, 2020

CARES Act – New Employee Benefit Tools to Support Affected Employees By: Jim Rourke and Mike Brittingham with Nexsen Pruet, LLC. Signed by President Trump on March 27, 2020, the CARES Act adds a few new tools to employers’ employee benefit arsenal. Many changes – such as the increase in plan loans limits and hardship distribution conditions – expand longstanding benefits concepts. However, other changes – such as the availability of federal loans, that may be forgiven, to cover payroll…

S&P 500 Price Returns during Presidential Election Years

March 3, 2020

Comperio Retirement Consulting

Investments, Retirement Plan Committee

S&P 500 Price Returns during Presidential Elections Years It’s Super Tuesday! Heading into the year, all eyes were on the upcoming Presidential Election. Impeachment, trade disputes, and Brexit were all seemingly behind us and the only unknown on the horizon was the election. Then along came Corona… the Virus. Ahem. But here’s what we were thinking about before the pandemic. Below is a chart showing the price return (return excluding dividends) of the S&P 500 Index during each Presidential Election…

Are Your Target Date Funds on Target?

September 10, 2019

Comperio Retirement Consulting

Retirement Plan Committee, Target Date Funds