Issue 22, 2012
There has been debate as to whether the Fed’s recent decision to maintain historically low overnight rates for the foreseeable future (estimated through 2013) is intended to continue supporting economic growth, or simply do no further harm to the economy. In any event, the Fed’s statement has clearly sent a strong signal to those with cash, making it extremely important for participants to assume a more active role in effectively reviewing their cash options -- especially given the costs of maintaining liquid assets.
As a reminder, Corestone Account™, Pershing's new asset management account offering, has replaced ProCash Plus®, and the bank sponsor changed to PNC Bank (PNC). To ensure the seamless continuation of your clients' checking accounts,...
Use the new Internal Revenue Service (IRS) retirement plan contribution, compensation and benefit limits for 2012 as a reason to contact your retirement plan sponsor clients and prospects. For employees participating in 401(k) and 403(b) plans, the 2012 elective deferral (contribution) limit has increased from $16,500 to $17,000. The catch-up contribution limit remains the same at $5,500, which means plan participants who are age 50 and older can contribute up to $22,500...
Pershing introduced a collection of new tools and resources to help you explain 2011 tax rules and new cost basis changes to your clients. The new Cost Basis Frequently Asked Questions (FAQs) can help you prepare for these discussions.
Given the complexity of these changes to cost basis, we strongly suggest that you review this information. In addition to the new FAQs...
Source: Strategic Insight Monthly Fund Industry Review Reports
For Professional Use Only.