403(b) Curriculum Library


Showing entries with the topic “Investments”.

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18

Mar 2019

403(b) Retirement Plan Fee Litigation: An Update

More than 20 private universities and five healthcare systems have been sued over retirement plan fees since 2016, making fee litigation an important topic for retirement plan sponsors. We review the common claims of the suits and provide an update on the status of each.

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18

Mar 2019

Chart of the Month: Year-to-Date Recovery from Q4 2018 Sell-Off

Source: Morningstar Market Observations Risk assets have staged a remarkable rebound in 2019, with many asset classes erasing three quarters or more of the losses they experienced in the 4th quarter of 2018. While many of the factors contributing to the panic driven sell-off late last year remain …

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18

Mar 2019

Trends in Target Date Fund Investing

With the adoption and popularity of target date funds (TDFs) on the rise, the diversity of offerings have grown. We explore the new world of TDFs, the emergence of trends and what retirement plan sponsors can expect to see in the future.

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25

Feb 2019

Chart of the Month: Record Flows Into Passive Investments

Since the global financial crisis, there has been a significant shift in flows from actively managed to passively managed funds. While the preference for low-cost passive funds will likely persist, volatile markets and concerns about a potential correction may begin to slow this trend.

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23

Jan 2019

2019 Investment Outlook

2018 was a challenging year for investors. With many questions circling about what will happen in 2019, we share perspectives from some of the top investment managers - and our own thoughts - on the year ahead.

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17

Dec 2018

Chart of the Month: The Number of Job Openings Exceeds Unemployed Workers

Market Observations For the first time in nearly two decades, there are more jobs available than there are unemployed workers to fill them. The gap between job openings and the unemployed has steadily increased throughout 2018. In September, job openings exceeded the number of Americans officiall…

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17

Dec 2018

Top 4 Risks for Investors in 2019

2019 brings the 10-year anniversary of the day the stocks bottomed out - and, with that, investors are beginning to question where the market will go from here. We explore the top four potential risks for retirement investors in 2019.

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