403(b) Curriculum Library


01

Feb 2016

Fee Allocation in Retirement Plans

The extensive scrutiny of fees and the need for fee transparency have resulted in organizations seeking the most equitable way to allocate defined contribution retirement plan expenses. We explore the pros and cons of the numerous methods available for allocating fees.

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28

Jan 2016

Cammack Retirement Investment Brief: Fed Alert | January 28, 2016

Federal Reserve officials met for the first time since lifting interest rates a quarter-point in December. As expected, policymakers left the Fed Funds rate unchanged at a range of 0.25% to 0.50%. We are not surprised by the announcement. Any future rate action would likely occur in a meeting where …

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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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