403(b) Curriculum Library


23

Jan 2019

2019 Investment Outlook

2018 was a challenging year for investors. With many questions circling about what will happen in 2019, we share perspectives from some of the top investment managers - and our own thoughts - on the year ahead.

Read more

23

Jan 2019

Effectively Communicating Your Retirement Plan Message

​In a recent survey, more than 75% of participants indicated that their plan's communication program does not help them make confident decisions. What can plan sponsors do to effectively communicate their message?

Read more

23

Jan 2019

2019 403(b) Compliance Calendar

The 2019 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific p…

Read more

17

Dec 2018

Chart of the Month: The Number of Job Openings Exceeds Unemployed Workers

Market Observations For the first time in nearly two decades, there are more jobs available than there are unemployed workers to fill them. The gap between job openings and the unemployed has steadily increased throughout 2018. In September, job openings exceeded the number of Americans officiall…

Read more

17

Dec 2018

Top 4 Risks for Investors in 2019

2019 brings the 10-year anniversary of the day the stocks bottomed out - and, with that, investors are beginning to question where the market will go from here. We explore the top four potential risks for retirement investors in 2019.

Read more

20

Sep 2018

Chart of the Month: Percentage Change From 52-Week High

As the S&P 500 Index soared to an all-time high in August amid further gains in the economy and booming corporate profits, a quick snapshot of other asset classes reveals significantly diverging performance over the past 52 weeks.

Read more