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Collective Investment Trusts (CITs) offer some potential benefits to retirement plan participants over traditional mutual funds. On the surface, mutual funds and CITs appear to be very similar in that they are both pooled buckets of investments. However, CITs can provide some cost and operational ef…Read more
Interest rates have continued to climb in 2018, leaving retirement plan sponsors wondering about the impact on their retirement plans and participants.Read more
After a long period of relatively strong returns, global equity markets gave way to a bout of volatility that has been disconcerting for some retirement plan participants. What steps can investors take to protect their retirement portfolios during market downturns?Read more
Interest in environmental, social and governance (ESG) investing has soared, however, the way in which retirement plan sponsors approach ESG-focused investment strategies can be a point of confusion. We explore the latest DOL guidance and the key issues of which plan sponsors need to be aware.Read more
Plan sponsor confusion over amending retirement plan distribution restrictions appears to be growing, particularly because some are finding that they are unable to amend their plan in the desired fashion due to IRS code restrictions on distributions. The confusion may reflect a lack of understanding…Read more
The increasing concentration of technology stocks in mutual funds - and the recent selloff of these company shares - have raised questions as to whether investors are over-exposed to technology giants and potentially at risk for bigger market downturns.Read more
MEPs have been in the news lately, particularly as plan sponsors seek to protect themselves from litigation related to fees and fund offerings by joining forces with other employers to achieve economies of scale. What must employers consider before joining an MEP?Read more
In a recent amicus brief, higher education membership associations came to the defense of 403(b) plans in general, asserting that 403(b) plans are very different from their 401(k) counterparts.Read more
In recent weeks, retirement plan participants have seen the markets - and their account balances - fluctuate daily, with strong talk from the heads of state in the U.S. and China regarding tariffs and trade agreements.Read more
The steady stream of retirement plan lawsuits filed over the past decade have plan sponsors of all sizes and organization types on edge.Read more