403(b) Curriculum Library

Showing entries with the service “Defined Benefit Services”.

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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.

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Jan 2017

Impact of the Proposed IRS Mortality Tables and Strategies to Reduce its Effects

Since late 2014, the Society of Actuaries (SOA) has been proposing updating the mortality tables used to determine the funding target liability for defined benefit (DB) plans under §430 of the code, with the mortality tables that were published by the Retirement Plans Experience Committee of the Soc…

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Nov 2016

Breaking Down the American Student Loan Struggle

Cammack Retirement Group and Student Loan Genius explore the impact of student loan debt in the United States. To learn more, watch our interview with Tony Aguilar, CEO of Student Loan Genius as he discusses incorporating student loan benefits into employee benefit packages.

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