Gateway Financial Partners

July 2023

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Using Erisa Section 404(c) To Limit Fiduciary Liability

Did you know that as a plan sponsor, you could be held personally liable for the poor investment and allocation decisions employees make inside their 401(k) plans? Don’t worry though – there is a provision inside ERISA (the Employee Retirement Income Security Act) that allows you to be relieved from liability, provided you follow some […]

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July 2023 | Monthly Economic Update

ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet US equities were led by a handful of stocks and outperformed international equities for the quarter and year. Despite ongoing challenges, positive growth and inflation surprises helped US equities (S&P 500) gain 8.7% and 16.9% for the quarter and year, respectively. This marked the third consecutive quarter for

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