403(b) Curriculum Library


11

Jan 2016

Is Smart Beta Wise for You?

Combining the favorable attributes of active and passive management into a simple and transparent product, smart beta funds have garnered significant attention in the investment community in recent years.

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07

Jan 2016

Cammack Retirement Investment Brief: Current Market Volatility | January 7, 2016

For investors, this past year was difficult, but not disastrous. In many ways, 2016 is starting to resemble the 3rd quarter of 2015. The biggest factors rattling the equity markets in early January appear to be the rising tensions between Iran and Saudi Arabia, reports of a nuclear test in Korea and…

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17

Dec 2015

Compliance Alert: Federal Reserve Raises Interest Rates

For the first time in nearly a decade, the Federal Reserve officials voted unanimously to raise interest rates, lifting the Federal Funds rate from a target of essentially zero to 0.25%. The rate increase was widely anticipated. Fed officials also signaled that the pace of future rate increases will…

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14

Dec 2015

Five Retirement Trends to Watch for in 2016

​With the holiday season upon us and the New Year fast approaching, it is time to consider what 2016 will bring for retirement plan sponsors. Here are five trends that we predict will popular with plan sponsors in the New Year:

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22

Oct 2015

Compliance Alert: IRS Announces New Retirement Plan Limits for 2016

On October 21, 2015, the IRS announced the new 2016 retirement plan limits. However, applicable cost of living index did not increase sufficiently for many standard limits to increase for 2016. The elective deferral limit under 402(g), for example, remained unchanged at $18,000 ($24,000 if age 50 or…

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