Resource HubDelivering Insights & Expertise

How Extreme was Recent Large Growth Outperformance?

4/17/2025 - By Wes Crill, PhD, Senior Client Solutions Director and Vice President (Dimensional Fund Advisors)

US small value stocks underperformed large growth stocks by about 4.5% per year over the past five years. Some investors have asked what went wrong with small value to garner such underperformance. Looking at returns over this period compared to the long term, we see the story is more about what went anomalously right for large growth.

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The Future of ACH Compliance: Insights on Nacha's Latest Rules

4/14/2025 - By Sallie O'Brien, AAP, APRP

As the world of electronic payments continues to evolve, staying informed about Nacha’s rule changes is critical for financial institutions and businesses. The recent "Navigating Nacha" webinar, hosted by Saltmarsh Financial Institutions Consulting, provided valuable insights into past, current, and upcoming changes to the Nacha Operating Rules.

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Medicare Revalidation Deadline for SNFsSubmit in PECOS by May 1, 2025

4/14/2025 - By Celia Nofsinger

NEW CMS RULES are requiring all SNF providers to report additional data on ownership, managerial, and related party information not previously required during the initial application and/or revalidation process. Read more...

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DOL Audit Requirements: A Critical Reminder for Retirement Plan Sponsors

4/7/2025 - By Camille Henry

For all employee benefit or retirement plan sponsors, it’s important to stay informed about regulatory changes regarding ERISA audit requirements. Read more on the requirements...

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Regulation CC Update Summary

4/3/2025 - By Bonnie Hubmann, CAFP, CAMS

Regulation CC mandates periodic adjustments to the minimum dollar amount of funds that must be made available from deposits into transaction accounts, reflecting cost of living changes. These adjustments occur every five years, starting in 2020. The next increase will take effect on July 1, 2025, raising next-day availability from $225 to $275, and second business day availability from $5,300 to $6,450. Unless an exception hold is applied, $6,725 must be made available by the second business day.

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