Insights


Showing our 403(b) Curriculum article library.

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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…

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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.

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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…

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23

May 2017

Compliance Alert: Breaking - The DOL Will NOT Delay Fiduciary Rule

On May 22, in an Op-Ed Piece for the Wall Street Journal, Labor Secretary, Alexander Acosta, threw in the towel in his effort to delay the application date of the Fiduciary Rule. Barring any additional developments, the Rule will now become applicable, as scheduled, on June 9, though certain pr…

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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…

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17

May 2017

Lawsuit Rulings Provide Hope for Plan Sponsors

The retirement plan industry has seen many lawsuits in the past several years.  Plan sponsors have been repeatedly accused of not fulfilling their fiduciary responsibility to their plans and participants.  The first lawsuits were filed against large corporate 401(k) plans.  However, i…

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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…

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