403(b) Curriculum Library


19

Mar 2020

Investment Brief: Circuit Breakers and Electronic Trading

The recent trading haults and the news that the NYSE will be moving to electronic trading is leaving many retirement plan sponsors questioning what exactly it all means. We provide some background as well as answer some of the most common questions.

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16

Mar 2020

Market Update: March 16, 2020

Over the last few weeks, we have witnessed unprecedented turbulence in the financial markets as the coronavirus pandemic spreads across the world. We provide an update on how the recent market events are impacting retirement plans.

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04

Mar 2020

Investment Brief: The Impact of Coronavirus on Retirement Plans

Until last week, the coronavirus outbreak had not made a significant impact on financial markets. However, growing fears have led to recent market volatility and rate reductions from the Fed. What do retirement plan sponsors and participants need to know?

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25

Feb 2020

SECURE Act Deep-Dive: Required Minimum Distributions (RMDs)

​Among the many new provisions of the SECURE Act, the change in age – from 70½ to 72 – at which Required Minimum Distributions (RMDs) must commence is one of the most significant. We explore the problematic nature of RMDs, their history and future.

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25

Feb 2020

SECURE Act Deep-Dive: Unscrambling PEPs, MEPs and GoPs

Intended to provide a new way to structure retirement plans, particularly for smaller employers, Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - some of most hyped provisions of the SECURE Act - seek to broaden retirement plan access for all Americans. Will they be a game changer?

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25

Feb 2020

Webinar - The SECURE Act: Beyond the Hype

While there has been much hype surrounding the SECURE Act, just how significant is its impact to retirement plans and what does this mean for retirement plan sponsors and fiduciaries? We address these questions and more in our webinar, The SECURE Act: Beyond the Hype.

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27

Jan 2020

The SECURE Act: Changing the Retirement Plan Landscape

The SECURE Act - the most significant piece of retirement plan legislation in a decade - was passed in December 2019. We provide a comprehensive guide to the Act's provisions, highlighting the effective date and the impact on retirement plan sponsors and fiduciaries.

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