403(b) Curriculum Library


23

Aug 2019

Positioning a Portfolio for Recession

Slowing economic growth and a flat yield curve may be signaling a potential recession on the horizon. As certain asset classes perform better than others in a recession, we explore the steps retirement plan investors can take to help protect their portfolios.

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23

Aug 2019

403(b) Retirement Plan Fee Litigation: An Update

With numerous universities and healthcare systems sued over retirement plan fees and breach of fiduciary responsibility since 2016, fee litigation has become an important topic for retirement plan sponsors.

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22

Jul 2019

Decumulation Confusion: The 4% Rule

In part-three of our decumulation series, we discuss the 4% Rule, a time-honored method of withdrawing funds from retirement plans and annuities.

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22

Jul 2019

Dividends and the Power of Compounding

Dividends play an important role in the returns of equity portfolios and indices, especially in a low-interest rate environment, where income generation is more difficult. We take a closer look at dividends and their benefits.

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