403(b) Curriculum Library


Showing entries with the topic “Fiduciary 101”.

Show all >


16

Dec 2020

Retirement Plan Trends to Watch in 2021

With the holiday season upon us and the New Year fast approaching, it is time to consider what 2021 may bring for retirement plan sponsors. We share some of the trends that we predict will be popular in the New Year.

Read more

23

Nov 2020

The ESG Rule That Wasn't

With the growing interest and recent outperformance of ESG funds, the DOL's proposed rule had many concerned about the future of ESG investments in retirement plans. However, the Final Rule made not one mention of ESG, at all. So, what happened to the DOL's ESG Rule?

Read more

23

Nov 2020

The SECURE Act 2.0: Better Than The Original?

The proposed Securing a Strong Retirement Act of 2020 comes on the heels of the landmark SECURE Act. Will this bipartisan-proposed legislation help continue to propel the retirement plan industry forward? And what does it mean for plan sponsors and participants?

Read more

27

Aug 2020

Participant Data: A Retirement Plan Asset?

Is allowing participant retirement plan data to be used for non-plan purposes a breach of fiduciary responsibility? Learn more about the ERISA ambiguity and the steps plan sponsors should be taking now to protect their organization.

Read more

03

Aug 2020

Webinar - Hot Topics for Higher Education Retirement Plan Sponsors

​In the first half of 2020, the global pandemic has created major challenges for colleges and universities. Learn more about the hot topics for higher education retirement plan sponsors and what they mean in terms of plan compliance in our webinar.

Read more

27

May 2020

Secure Act Deep-Dive: Inclusion of Part-Time Employees

Many of the SECURE Act provisions seek to expand retirement plan coverage for Americans. This includes the new requirement for 401(k) plans to permit long-term part-time employees the right to make elective deferrals. While this is a positive step for employees, for retirement plan sponsors, it is l…

Read more

27

May 2020

Custom Target Date Funds: Is Now the Time?

During a time of immense volatlity, how can a custom target date fund help plan sponsors mitigate risk and increase particpant retirement readiness?

Read more

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…

Read more