Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first half 2024 market performance and discuss the retirement plan provisions most likely to be adopted by plan sponsors according to PlanSponsor.com.

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.

In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.

As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return in the S&P 500 and NASDAQ.

Beneath the surface, cautionary signs are emerging that could spell economic turmoil. Glenn pinpoints the contraction of bank lending growth and an alarming rise in delinquencies in consumer debt, particularly among younger demographics, as potential omens of a rocky road ahead.

As a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits? In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges. From the implications of these lawsuits to the robust solutions available, we're bringing you an enlightening conversation that's essential for every business owner or management team overseeing company retirement plans. Tune in, stay informed, and protect your business.

The Gordon Asset Management Podcast welcomes back Ira Carnahan to the show. Ira Carnahan is a portfolio specialist working on the Capital Appreciation Fund at T. Rowe Price Investment Management. We've invited Ira back on to give an update on the T. Rowe Price Capital Appreciation fund and discuss their new Capital Appreciation Equity ETF (TCAF). For more information, please visit troweprice.com.

Please refer to the important disclosures at the end of the podcast.

Outro music compliments of Id Obelus: https://idobelus.bandcamp.com/

Join Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equity fund (DHANX). For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

Join Todd Zempel and Joe Gordon for an interview with Brad Olsen, Co-Founder of Recurrent Investment Advisors and Lead Portfolio Manager of the Recurrent MLP & Infrastructure Fund. On the Podcast, we'll get Brad's take on the current macro-economic situation and through the lens of an energy investor. For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.