403(b) Curriculum Library


22

Sep 2017

A Closer Look: What's Cooking in Congress for Retirement Plans?

In this edition of A Closer Look, we take a deeper dive into what has been cooking in Congress for retirement plans over the past few months.  Earlier, I wrote a Top of Mind blog post on my colleague Jeff Snyder’s interview with Preston Rutledge, Tax and Benefits Counsel at the Senate Finance C…

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27

Aug 2017

Retirement Plan Investment Lineup Construction for Future Markets

With all of the attention paid to retirement plan fees and the associated lawsuits, plan sponsors and their retirement plan committees tend to be very focused on ensuring that plan investments provide consistent long-term performance, are competitively priced, and offer good diversification.  T…

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24

Aug 2017

Establishing a Proper Retirement Plan Structure at Public Universities

An increasing number of retirement plan sponsors at public universities have, for the first time, considered establishing a fiduciary process at their institutions.  This is due in part to the increasing legal challenges, including fiduciary breach lawsuits, faced by some university programs, a…

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24

Jul 2017

Fund in Focus: American Funds EuroPacific Growth Fund

American Funds EuroPacific Growth Fund stands out as one of the first and largest funds in the foreign equity category. The fund’s size and asset growth have not impeded its process and performance, and the fund has remained open to new investors. Its malleability is owed to the fund’s multi-manager…

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11

Jul 2017

2017 Mid-Year Outlook

Jeffrey H. Snyder, Vice President and Senior Consultant and Liz Claman, Financial Journalist and TV Host, discuss the mid-year outlook as it pertains to retirement.

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26

Jun 2017

Fund In Focus: JPMorgan Equity Income

JPMorgan Equity Income is one of the premier funds in the large-cap value category. The fund has posted some of the category’s strongest returns on an absolute and risk-adjusted basis, under the helm of lead portfolio manager, Clare Hart. Before joining the Equity Income fund, Clare worked at Salomo…

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