403(b) Curriculum Library


Showing entries with the topic “Investments”.

Show all >


30

Oct 2017

Fund In Focus: PIMCO Total Return Update

Executive Summary PIMCO’s Total Return Fund is a top performer in the Morningstar Intermediate Bond fund category across all major time periods. Contrary to investor’s fears, fund outflows did not have a negative impact on performance.  The organization’s time-tested investment process …

Read more

27

Aug 2017

Retirement Plan Investment Lineup Construction for Future Markets

With all of the attention paid to retirement plan fees and the associated lawsuits, plan sponsors and their retirement plan committees tend to be very focused on ensuring that plan investments provide consistent long-term performance, are competitively priced, and offer good diversification.  T…

Read more

24

Jul 2017

Fund in Focus: American Funds EuroPacific Growth Fund

American Funds EuroPacific Growth Fund stands out as one of the first and largest funds in the foreign equity category. The fund’s size and asset growth have not impeded its process and performance, and the fund has remained open to new investors. Its malleability is owed to the fund’s multi-manager…

Read more

11

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.

Read more

26

Jun 2017

Fund In Focus: JPMorgan Equity Income

JPMorgan Equity Income is one of the premier funds in the large-cap value category. The fund has posted some of the category’s strongest returns on an absolute and risk-adjusted basis, under the helm of lead portfolio manager, Clare Hart. Before joining the Equity Income fund, Clare worked at Salomo…

Read more

18

May 2017

The Effect of Rising Rates on Stable Value Accounts

The Federal Reserve has raised the effective benchmark interest rate three times since the end of its unprecedented accommodative monetary policy. The rising inflationary pressures in the marketplace since the U.S. presidential election could hint at a more aggressive policy and higher U.S. interest…

Read more

17

May 2017

Fund In Focus: Vanguard PRIMECAP

With nearly $50 Billion in assets, Vanguard PRIMECAP is one of the largest actively managed funds in the large cap equity space.  PRIMECAP was incepted in November 1984 and is managed by sub-advisor Primecap Management Company. The main objective of PRIMECAP is to seek long-term growth of capit…

Read more