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Mar 2019Trends in Target Date Fund Investing
With the adoption and popularity of target date funds (TDFs) on the rise, the diversity of offerings have grown. We explore the new world of TDFs, the emergence of trends and what retirement plan sponsors can expect to see in the future.
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Feb 2019Permissible Plan Expenses: What Can Plan Sponsors Pay from Retirement Plan Assets?
With the increased focus and litigation surrounding retirement plan fees, plan sponsors need to pay keen attention to any expenses paid from their retirement plan's assets to ensure they are permissible.
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Feb 2019Investors Looking to Take Advantage of Rising Money Market Yields Beware: Equity Wash Rules May Apply
Retirement plan participants who wish to take advantage of the recent rise in money market yields may discover that they are blocked from transferring assets from a stable value fund into a money market fund by equity wash rules.
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Feb 2019Using Financial Wellness to Attract and Retain Employees
Healthcare organizations typically have high turnover and high demand, and thus, attracting and retaining employees is paramount. How can retirement plan sponsors use financial wellness programs - and their retirement plans - to set their organizations apart?
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Feb 2019Chart of the Month: Record Flows Into Passive Investments
Since the global financial crisis, there has been a significant shift in flows from actively managed to passively managed funds. While the preference for low-cost passive funds will likely persist, volatile markets and concerns about a potential correction may begin to slow this trend.
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Jan 2019Chart of the Month: The Fed’s Pace of Tightening Ramped up Considerably in 2018
Market Observations The Fed’s path to normalizing interest rates after a prolonged period of near-zero rates started out slow, but the pace of monetary tightening has ramped up considerably over the last year. Liquidity in the financial markets rapidly started to disappear in the 4th quarter, as …
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Jan 20192019 Investment Outlook
2018 was a challenging year for investors. With many questions circling about what will happen in 2019, we share perspectives from some of the top investment managers - and our own thoughts - on the year ahead.
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Jan 2019Effectively Communicating Your Retirement Plan Message
In a recent survey, more than 75% of participants indicated that their plan's communication program does not help them make confident decisions. What can plan sponsors do to effectively communicate their message?
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Jan 20192019 403(b) Compliance Calendar
The 2019 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific p…
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Jan 20192019 401(k) ERISA Retirement Plan Calendar
The 2019 401(k) ERISA Retirement Plan Compliance Calendar highlights the critical compliance deadlines for ERISA 401k(k) defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and there may be addi…
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