403(b) Curriculum Library


23

Jan 2017

2017 401(k) ERISA Compliance Calendar

The 2017 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. Though we have covered all of the major deadline dates, note that some deadlines apply only to particular plan types (and are noted accordingly) and there may be…

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23

Jan 2017

Health System Faces Fiduciary Breach Lawsuit

The defined contribution retirement plan marketplace has encountered yet another lawsuit. This time, the complaint against fiduciaries for the breach of their responsibilities to the plan is at Essentia Health, a healthcare organization in Duluth, MN (Morin v. Essentia Health).  As with ma…

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23

Jan 2017

2017 403(b) Compliance Calendar

The 2017 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. Though we have covered all of the major deadline dates, note that some deadlines apply only to particular plan types (and are noted accordingly) and there may be…

Read more

23

Jan 2017

A Better Methodology for Monitoring Target Date Funds: 2017

Executive Summary Target date funds (TDFs) have experienced not only significant growth in assets since they were introduced over 20 years ago, but also an important evolution in the options available to retirement plans. By the end of 2015, TDFs held over $763 billion, with almost $69 billion in…

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