403(b) Curriculum Library


28

Apr 2020

403(b) Retirement Plan Fee Litigation | April 2020 Update

Despite the COVID-19 pandemic, retirement plan litigation remains largely uninterrupted. Since our last comprehensive update on the status of 403(b) retirement plan lawsuits, there have been some significant updates: The George Washington University litigation appeal was denied, as was the Northwe…

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28

Apr 2020

SECURE Act Deep-Dive: Annuities

The SECURE Act, in addition to increasing access to tax-advantaged retirement plan accounts, is also aimed at preventing Americans from outliving their assets. Thus, the legislation opens the door for annuities that offer guaranteed income in retirement through various annuity-friendly provisions. …

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27

Apr 2020

This Week's Market Moves | April 27, 2020

This is truly an unprecedented time in the financial markets. First, it was negative interest rates, now, we have negative oil prices. What’s next? Here’s what else has been driving the markets this week. Oil prices plunged below zero for the first time, in an unprecedented wipe-out ahead of the…

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20

Apr 2020

This Week's Market Moves | April 20, 2020

Plans to re-open the U.S. economy overshadowed the terrible economic news that came out this week. Here are some other highlights for the week: Plans to re-open the U.S. economy and the encouraging news of an effective drug treatment for COVID-19 lifted stock prices last week. As of the close of…

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13

Apr 2020

This Week's Market Moves | April 13, 2020

The markets ended the shortened holiday week with a better tone. Positive developments on the coronavirus and some new Federal Reserve actions improved market sentiment and led to the largest weekly gain in the S&P 500 index since 1974. Learn more about last week's market highlights.

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06

Apr 2020

This Week's Market Moves

As markets continue to digest the economic impact of the coronavirus outbreak, here are a few market highlights from last week: After a brief rise leading into quarter end, equity markets closed the week with modest losses. For the week ending April 3rd, the Dow slid 2.7%, the S&P 500 index was d…

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30

Mar 2020

Navigating Market Swings and Where We Go from Here

Despite the largest economic relief package in U.S. history, markets continue to grapple with the ongoing spread of the Coronavirus and its devastating impact on economic activity. Navigating the turbulence has been tricky for investors and managers alike. While news and market performance are const…

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27

Mar 2020

CARES Act Relief Bill: Retirement Plan Provisions and Economic Impact

On March 27, 2020, the House passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a $2.2 trillion dollar relief bill to counter the economic impact of the COVID-19 pandemic. The bill was passed by the Senate on March 26th and will become law, as soon as it is signed by the Pres…

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