403(b) Curriculum Library

Showing entries from 2016.

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Feb 2016

Fee Allocation in Retirement Plans

The extensive scrutiny of fees and the need for fee transparency have resulted in organizations seeking the most equitable way to allocate defined contribution retirement plan expenses. We explore the pros and cons of the numerous methods available for allocating fees.

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Jan 2016

Cammack Retirement Investment Brief: Fed Alert | January 28, 2016

Federal Reserve officials met for the first time since lifting interest rates a quarter-point in December. As expected, policymakers left the Fed Funds rate unchanged at a range of 0.25% to 0.50%. We are not surprised by the announcement. Any future rate action would likely occur in a meeting where …

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Jan 2016

Is Smart Beta Wise for You?

Combining the favorable attributes of active and passive management into a simple and transparent product, smart beta funds have garnered significant attention in the investment community in recent years.

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