Valenta Capital Management, LLC

05/22/2020

A recent survey was crafted to see how many people have taken advantage of the CARES Act changes. The report shows low usage of CRDs.

The global COVID-19 pandemic has touched virtually every aspect of our lives, not least of which is how we save for retirement.

05/21/2020

Gen Z is driven to be financially aware and well. Are you offering benefits that will attract these up and comers? You might be surprised to learn the top benefits sought out by this group.
https://www.plansponsor.com/gen-z-outpacing-age-groups-saving/

05/20/2020

Employees may need a little help as they begin returning to work, here are a few tips from SHRM.

As people begin to filter back into workplaces, managers and HR should anticipate they will have lots of mixed emotions: happiness that they are getting back to work and seeing colleagues; fear of getting sick or bring the coronavirus home to their fami

05/19/2020

Remaining disciplined: A historical perspective can offer investors peace of mind and why it's important to take the long view.

The market declines investors faced in the first quarter are much more muted when compared to longer time frames.

05/18/2020

CRD Tax Update: state and local taxes may differ from federal tax treatment.
https://www.plansponsor.com/dont-let-participants-surprised-taxes-emergency-distributions/

05/15/2020

Lessons about diversification: Insights about participants near retirement.
https://www.plansponsor.com/in-depth/current-volatility-shows-weaknesses-tdfs/

05/14/2020

Which Paycheck Protection Program (PPP) Expenses Are Eligible for Forgiveness?

Many small businesses must rely on payroll-protection loans to keep workers on board during the coronavirus pandemic—and they need to carefully plan and track their spending if they intend to apply for loan forgiveness. Here's what employers need to know.

05/13/2020

Plan Sponsors: Consider taking these 7 sensible steps to help protect 401(k) plans from potential cybersecurity breaches.

Cybersecurity breaches of retirement plan participant accounts have occurred with increasing frequency in recent years. Here's why and what to do about it.

05/12/2020

Have questions about CARES Act provisions? The IRS answers 14 top retirement plan and IRA related questions.

Section 2202 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), enacted on March 27, 2020, provides for special distribution options and rollover rules for retirement plans and IRAs and expands permissible loans from certain retirement plans.

05/11/2020

QDIAs may keep participant assets on a path for growth during downturns.
https://www.plansponsor.com/in-depth/qdias-best-place-participant-assets-downturns/