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Showing our 403(b) Curriculum article library.

Showing entries with the topic “Plan Design”.

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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.

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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?

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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?

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28

Oct 2020

401(k) Retirement Plan Fee Litigation

The coronavirus pandemic and resulting mandated closures did not slow the volume of 401(k) retirement plan fee litigation during 2020. With more employees at home during a tumultuous year, many individuals had time to spend anxiously watching the volatile markets and ponder their retirement plan per…

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29

Sep 2020

Making Sense of ESG Investing

The recent outperformance of sustainable portfolios and increasing demand from investors has lead to the growing popularity of ESG Investing. We explore the basics and challenges of ESG Funds and what their future in retirement plans may hold.

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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.

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28

Jul 2020

Emergency Savings: Preparing for the Unexpected

Employee financial wellness has become an increasing concern for many employers, particularly in industries and fields that require advanced degrees, where organizational staff may be saddled with significant student loan debt. Debt from educational expenses, along with other types of debt (e.g., cr…

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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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