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Wednesday, May 1, 2019

Q1 Market Recap: Equities deliver a convincing head fake

The fourth quarter of 2018 ended with significant market volatility. Yet, the U.S. equity performance was in recovery mode in the first quarter of 2019.

In March, we witnessed the ten-year anniversary of the bull market for equities, making it the longest bull market on record. In hindsight, the sharp sell-off in the fourth quarter looks like a head fake for investors.

Read the Q1 Market Recap to learn more about the dramatic recovery for the start of 2019. Also included is a legislative and regulatory update on what's happening in the retirement market.

If you have any questions, or would like to begin talking to a retirement plan advisor, please get in touch by calling (855) 882-9177 or e-mail us at sbs@hanys.org.

Wednesday, April 17, 2019

WEBINAR: Doing Good While Doing Well

More and more investors are seeking to combine their personal values with their investment decisions without sacrificing long-term results. But how important should the focus on socially responsible investing strategies be?

Join us on May 14 at 11 a.m. for Doing Good While Doing Well, a free webinar that explores socially responsible investing. Attending this webinar with Strategic Benefit Services and Nixon Peabody will help you determine if socially responsible, or ESG, investing makes sense in your retirement plan. Learn more about:
  • the potential value of ESG investing to investors and plan sponsors;
  • ESG investment fund ratings and reporting standards;
  • fiduciary oversight challenges for ESG investing and compliance best practices; and
  • key tools and resources for consideration.

PRESENTERS:
William Desormeau 
Vice President, Strategic Benefit Services

Bill is responsible for providing financial and investment advisory services on retirement plans.


Eric Paley
Partner, Nixon Peabody

Eric Paley advises clients on how to comply with the laws governing their employee benefits programs

Friday, April 12, 2019

New Whitepaper: Doing Good While Doing Well

Plan fiduciaries are seeing increased interest in socially responsible, or impact, investing as an option in their plan offerings.

Socially responsible investing began as a practice of negative screening or avoiding companies that profit from alcohol, tobacco, gambling, firearms, or similarly perceived categories. It has since evolved and expanded in focus to represent environmental, social and governance issues.

Many investors question the balance between focusing on making socially responsible investments and planning for long-term successful results. Can both be achieved, or does a focus on ESG mean a sacrifice of portfolio performance?

This new whitepaper addresses that question, while reviewing the origins, evolutions and performance indicators of socially responsible investments. Download “Doing Good While Doing Well” to learn more. To begin talking to a retirement plan advisor, please get in touch by email or by calling (855) 882-9177.

Monday, March 25, 2019

Federal vs. New York family and medical leave laws – Part 4

The federal Family and Medical Leave Act provides eligible employees of covered employers with unpaid, job-protected leave for specified family and medical reasons.

In addition to the federal FMLA, New York has laws regarding pregnancy leave, adoptive parents leave, blood donation leave, bone marrow donation leave, military spouse leave and paid family leave (effective Jan. 1, 2018).

The comparison chart below concludes our review of federal vs. New York family and medical leave laws. This chart reviews leave requests, certification requirements, as well as other laws.

Monday, March 18, 2019

Federal vs. New York family and medical leave laws – Part 3

The federal Family and Medical Leave Act provides eligible employees of covered employers with unpaid, job-protected leave for specified family and medical reasons.

In addition to the federal FMLA, New York has laws regarding pregnancy leave, adoptive parents leave, blood donation leave, bone marrow donation leave, military spouse leave and paid family leave (effective Jan. 1, 2018).

The comparison chart below continues our review of federal vs. New York family and medical leave laws regarding an intermittent leave, reinstatement rights and the maintenance of health benefits during leave.