403(b) Curriculum Library


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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09

Feb 2018

Compliance Alert: Retirement Plan Surprises in the Budget Bill

In order to provide spending to keep the government operating and avoid another government shutdown, President Trump signed the Bipartisan Budget Act of 2018 on February 9, 2018 (the government was technically shut down for several hours).  While this piece of legislation was not remotely relat…

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21

Jan 2018

Currency Movements and the Effect on Retirement Plan Investments

Currencies can have a significant effect on the overall economy. Since the U.S.dollar is the global currency, any significant change in its value ripples throughout financial markets. After years of a strong dollar, what will its recent weakening mean for retirement plan investors?

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