403(b) Curriculum Library


Showing entries with the topic “Plan Design”.

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24

Jun 2020

Is Private Equity Coming to Defined Contribution Retirement Plans?

Private equity may offer a stream of returns that could enhance the returns of a typical stock and bond portfolio, particularly in the current market environment. With new guidance from the DOL, will private equity be coming to defined contribution retirement plans soon?

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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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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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18

Dec 2019

The Top Retirement Plan Trends for 2020

With the holiday season upon us and the New Year fast approaching, it is time to consider what 2020 may bring for retirement plan sponsors. We explore some of the retirement plan trends that are likely to be popular next year.

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25

Nov 2019

Case Study: Making a Strong Plan Stronger

SRC, a not-for-profit research and development organization, set out to improve their retirement plan benefit, ultimately reducing administrative costs by 54%, streamlining the investment lineup and improving employee communication and education - all without converting recordkeepers

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25

Nov 2019

The Fiduciary Breach Lawsuits: Lessons Learned

Over the past few months, we launched an in-depth exploration into the claims of the fiduciary breach lawsuits. We highlight the issues, the litigation outcomes and the key take-aways for retirement plan sponsors in a recap of the series.

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