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The Gordon Asset Management Podcast - #42 - Q423 Retirement Plan Update w/ Todd Zempel

#42 - Q423 Retirement Plan Update w/ Todd Zempel

01/24/24 • 8 min

The Gordon Asset Management Podcast

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.

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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.

Previous Episode

undefined - #41 - Market Brief - November 20, 2023 w/ Glenn Moore

#41 - Market Brief - November 20, 2023 w/ Glenn Moore

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.

Next Episode

undefined - #43 - Q124 Retirement Plan Update w/ Todd Zempel

#43 - Q124 Retirement Plan Update w/ Todd Zempel

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.

The Gordon Asset Management Podcast - #42 - Q423 Retirement Plan Update w/ Todd Zempel

Transcript

Intro

Welcome to the quarterly retirement plan update with Gordon asset management . 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 . Please stay tuned until the end for important disclosures about our firm .

Todd Zempel

This is Tod

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