The Dow Jones Industrial Average and S&P 500 rose sharply during the fourth quarter — up over 16% and 7.5% respectively. This was in contrast to the previous three quarters of the year when all three major indices declined. The Nasdaq fell slightly in Q4, down...

After three straight years of positive annual returns, 401(k) participants face a nearly 18% decline as we hit the halfway point of 2022. Just two years ago, as the pandemic took hold across the globe, 401(k) participants watched their account balances get walloped....

If the typical 401(k) participant will see a fourth consecutive year of gains, it will require making up for almost a 6% Q1 loss out of the gate. After a relatively steady year of returns in 2021 and three straight years of positive returns, the Mid Atlantic Trust...

For the first quarter of 2021, the Mid Atlantic Trust Company 401(k) Benchmark produced a positive return of 3.69%. This is the fourth consecutive quarter with positive returns for the Benchmark, bringing the total 12-month return up to 41.97% and the hypothetical...

When all was said and done and the books were closed on 2020, the Mid Atlantic Trust Company Composite Benchmark finished in positive territory in three out of four quarters, providing the hypothetical 401(k) investor with a positive return for the year. While things...

  After a rollercoaster performance across the 1st half of 2020, the Mid Atlantic Trust Company 401(k) Benchmark delivers a second straight positive quarterly return, which means the hypothetical 401(k) investor now has a positive YTD return for 2020. Following...