403(b) Curriculum Library


Showing entries from 2018.

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18

May 2018

The Impact of Technology Stocks on Retirement Portfolios

The increasing concentration of technology stocks in mutual funds - and the recent selloff of these company shares - have raised questions as to whether investors are over-exposed to technology giants and potentially at risk for bigger market downturns.

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18

May 2018

Multiple Employer Plans (MEPs): Important Considerations

MEPs have been in the news lately, particularly as plan sponsors seek to protect themselves from litigation related to fees and fund offerings by joining forces with other employers to achieve economies of scale. What must employers consider before joining an MEP?

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28

Mar 2018

Understanding and Evaluating Retirement Plan Fees

Retirement plan fees have served as the centerpiece of the ERISA fiduciary breach lawsuits. Therefore, understanding the dynamics of retirement plan fees is critical for plan sponsors and fiduciaries.

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26

Feb 2018

Revisiting the Active versus Passive Debate in Today's Markets

Recently, we have seen a considerable increase in volatility in the market, with wide swings in the major market indices.  The volatility started with the announcement of the highest annualized wage growth since June 2009, which ignited renewed fears of inflation.  However, the outsized mo…

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26

Feb 2018

Tax Reform, Pass-Throughs and Retirement: What Does It All Mean?

The recently enacted tax reform legislation has prompted a great deal of focus on pass-through entities. And for good reason: the pass-through provision affects many types of entities from a tax perspective, and may also have an impact on retirement plans.

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26

Feb 2018

Securing Your Organization's Data

Regardless of the type or size of your organization, data security should be a top concern. We explore how breaches occur and how access to data is changing, as well as provide some steps that organizations can take to help protect themselves and their networks.

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