403(b) Curriculum Library


Showing entries with the topic “Plan Design”.

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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…

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17

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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