403(b) Curriculum Library

Showing entries with the service “Defined Benefit Services”.

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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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Jul 2017

2017 Mid-Year Outlook

Jeffrey H. Snyder, Vice President and Senior Consultant and Liz Claman, Financial Journalist and TV Host, discuss the mid-year outlook as it pertains to retirement.

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Apr 2017

Investment Brief: First Round of French Election Eases Market Fears

Anti-globalist and anti-establishment sentiment continues to add to political and capital market uncertainty. After Brexit and the U.S. presidential election, the world is closely watching the French presidential election, as it is considered to be the defining moment for the future of the European …

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Mar 2017

Investment Brief: The Fed Takes Another Step Towards Normalizing Rates

As widely expected, Fed officials voted to raise the benchmark federal funds rate a quarter point to a range between 0.75% and 1.0% yesterday. This is the second time policymakers have lifted rates in the last three months, a move spurred by steady economic growth, strong job gains, and confidence t…

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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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Jan 2017

Impact of the Proposed IRS Mortality Tables and Strategies to Reduce its Effects

Since late 2014, the Society of Actuaries (SOA) has been proposing updating the mortality tables used to determine the funding target liability for defined benefit (DB) plans under §430 of the code, with the mortality tables that were published by the Retirement Plans Experience Committee of the Soc…

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