403(b) Curriculum Library


Showing entries with the service “Defined Benefit Services”.

Show all >


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…

Read more

25

Mar 2020

Lessons Learned from Previous Downturns

While the recent market volatility surrounding the COVID-19 pandemic is causing concern for many retirement plan investors, there are some lessons that can be learned from examining past market downturns.

Read more

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.

Read more

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.

Read more

06

Nov 2019

Compliance Alert: IRS Announces New Retirement Plan Limits for 2020

On November 6, 2019, the IRS announced the new 2020 retirement plan limits. The applicable cost of living index increased sufficiently, allowing many standard limits to increase for 2020. The elective deferral limit under 402(g), for example, increased by $500 to $19,500. Similarly, the catch-up def…

Read more

11

Jul 2017

2017 Mid-Year Outlook

Jeffrey H. Snyder, Vice President and Senior Consultant and Liz Claman, Financial Journalist and TV Host, discuss the mid-year outlook as it pertains to retirement.

Read more