Insights


Showing entries with the topic “Administration”.

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27

Nov 2017

Tax Reform and Retirement: What Plan Sponsors Need to Know

Tax reform, and its impact on retirement plans, has weighed heavily on the minds of many plan sponsors since the new administration took office. We explore what plan sponsors need to know about tax reform and how the proposed changes could affect retirement plans.

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27

Nov 2017

Fiduciary Considerations When Adding and Reviewing Managed Accounts

Managed accounts offer retirement plan participants a personalized investment strategy based on their own individual situation. However, as plan sponsors review the benefits of adding managed accounts to their retirement plans, there are ever-present fiduciary considerations which must be addressed.

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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 …

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19

Oct 2017

Compliance Alert: IRS Announces New Retirement Plan Limits for 2018

On October 19, 2017, the IRS announced the new 2018 retirement plan limits. The good news is that the applicable cost of living index did increase sufficiently for many standard limits to increase for 2018. The elective deferral limit under 402(g), for example, increased by $500 to $18,500 …

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22

Sep 2017

A Closer Look: What's Cooking in Congress for Retirement Plans?

In this edition of A Closer Look, we take a deeper dive into what has been cooking in Congress for retirement plans over the past few months.  Earlier, I wrote a Top of Mind blog post on my colleague Jeff Snyder’s interview with Preston Rutledge, Tax and Benefits Counsel at the Senate Finance C…

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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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