403(b) Curriculum Library


Showing entries with the topic “Communication & Education”.

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14

Feb 2017

Financial Well-Being: Blending Financial Concepts with Personal Health

As the former Chief Benefits Officer at the University of Kentucky, I had the opportunity to guest lecture to soon-to-be-graduates on Total Compensation.  The lecture was designed to give students an understanding of the components of pay (annual salary, shift differentials, overtime, etc.) and…

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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

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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25

Feb 2015

Are You Ready for Retirement Readiness?

​As a recent Profit Sharing Council of America Survey indicates, the issue of retirement readiness has become one of increasing concern among plan sponsors. In fact, the study reveals that nearly 90% of respondents now measure participant outcomes in achieving retirement readiness.

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