403(b) Curriculum Library


18

Nov 2016

A Primer on Target Date Funds

Over the last decade, the growth in retirement plan assets managed via target date funds (TDFs) has developed into one of the most powerful trends in all of financial services.  A large percentage of these assets are invested through the various defined contribution structures such as 401(k), 4…

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14

Nov 2016

Fee Allocation: Which Methodology is Best for Your Plan?

With heightened awareness of the fiduciary responsibility to ensure fees are reasonable for the services provided, many plan committees are now carefully considering the most equitable method to allocate those fees among participants.

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27

Oct 2016

Compliance Alert: IRS Announces New Retirement Plan Limits for 2017

On October 27, 2016, the IRS announced the new 2017 retirement plan limits. However, applicable cost of living index did not increase sufficiently for many standard limits to increase for 2017. The elective deferral limit under 402(g), for example, remained unchanged at $18,000 ($24,000 if age 50 or…

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24

Oct 2016

Implications of Negative Interest Rates on Retirement Plans

A few short years ago, the idea of a country having negative interest rates would have been considered unthinkable. Yet, persistently low inflation and the sluggish global economic recovery have caused central banks around the world to push interest rates below zero. Here's what you need to know.

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