403(b) Curriculum Library


Showing entries from 2017.

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30

Oct 2017

Fund In Focus: PIMCO Total Return Update

Executive Summary PIMCO’s Total Return Fund is a top performer in the Morningstar Intermediate Bond fund category across all major time periods. Contrary to investor’s fears, fund outflows did not have a negative impact on performance.  The organization’s time-tested investment process …

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19

Oct 2017

Compliance Alert: IRS Announces New Retirement Plan Limits for 2018

On October 19, 2017, the IRS announced the new 2018 retirement plan limits. The good news is that the applicable cost of living index did increase sufficiently for many standard limits to increase for 2018. The elective deferral limit under 402(g), for example, increased by $500 to $18,500 …

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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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