Showing our Corporate Retirement Insights article library.
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Sep 2019Chart of the Month: The Probability of a Recession in the Next 12 Months is Rising
While U.S. growth has been remarkably resilient to trade uncertainty, low inflation, and slower global growth, a probability model used by the N.Y. Fed to calculate the odds of a recession in the next 12 months has risen substantially in recent months.
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Sep 2019Fiduciary Breach Lawsuit Issues Explored - Topic #4: Multiple Active Recordkeepers
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of having multiple active recordkeepers.
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Sep 2019The Race to Zero in Index Funds
The rush to adopt lower cost funds is one of the dominant investment themes of the decade, driven by investors’ new-found love for inexpensive passive investing in the aftermath of the financial crisis. How can investment managers sustain nearly-zero expense ratios and remain profitable?
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Sep 2019Compliance Alert: The Hardship Regulations are Final
On Thursday, September 19th, the Internal Revenue Service (IRS) finalized the hardship regulations that were previously issued in proposed form on November 9, 2018. While finalized regulations often differ from proposed regulations, due to the IRS considering written comments, these final regulation…
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Aug 2019Positioning a Portfolio for Recession
Slowing economic growth and a flat yield curve may be signaling a potential recession on the horizon. As certain asset classes perform better than others in a recession, we explore the steps retirement plan investors can take to help protect their portfolios.
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Aug 2019403(b) Retirement Plan Fee Litigation: An Update
With numerous universities and healthcare systems sued over retirement plan fees and breach of fiduciary responsibility since 2016, fee litigation has become an important topic for retirement plan sponsors.
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Aug 2019Chart of the Month: Is it Time to Start Worrying about the Housing Market Again?
With house prices outpacing incomes and the market bracing for an economic slowdown, is time to start worrying about the housing market again?
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Aug 2019Fiduciary Breach Lawsuit Issues Explored - Topic #3: Too Many Investment Options
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of too many investment options.
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Jul 2019Decumulation Confusion: The 4% Rule
In part-three of our decumulation series, we discuss the 4% Rule, a time-honored method of withdrawing funds from retirement plans and annuities.
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Jul 2019Dividends and the Power of Compounding
Dividends play an important role in the returns of equity portfolios and indices, especially in a low-interest rate environment, where income generation is more difficult. We take a closer look at dividends and their benefits.
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