Showing our 403(b) Insights article library.
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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 2019Improving Retirement Readiness Through Plan Design: Examples From Plan Sponsors
Many plan sponsors are focused on increasing their employees' retirement readiness. With communication and education initiatives falling short, some have turned to plan design to help drive better outcomes.
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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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Jul 2019Chart of the Month: Can Mid-Cycle Rate Cuts Renew the Bull Market?
Slowing global growth, muted inflation pressures, and escalating trade tensions have led investors to wonder whether the Fed will cut rates as “insurance“ against rising recession risks.
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Jul 2019Fiduciary Breach Lawsuit Issues Explored - Topic #2: Asset-Based vs. Per-Participant Fees
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of asset-based versus per-participant fees.
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Jun 2019Decumulation Confusion: The Annuity Conundrum
In part-two of our decumulation series, we discuss annuities; the presence and promotion of which as a decumulation solution is perplexing to many retirement plan participants and retirees.
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