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Sep 2018A Closer Look at Health Savings Accounts: An Overlooked Retirement Savings Vehicle
While created as a way to save for medical expenses, health savings accounts (HSAs) can be a formidable option for retirement savings.
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Sep 2018Chart of the Month: Percentage Change From 52-Week High
As the S&P 500 Index soared to an all-time high in August amid further gains in the economy and booming corporate profits, a quick snapshot of other asset classes reveals significantly diverging performance over the past 52 weeks.
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Sep 2018Case Study: Progressive Thinking and Fiduciary Oversight Lead to Participants Positioned for Success
For The First Church of Christ, Scientist, headquartered in Boston, Massachusetts, discussion and decisions made by the retirement benefits committee are focused on putting their participants first.
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Aug 2018Collective Investment Trusts (CITs): An Investment Perspective
On the surface, Collective Investment Trusts (CITs) and mutual funds appear to be very similar in that they are both pooled buckets of investments. However, CITs can provide some cost and operational efficiencies not found in mutual funds.
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Aug 2018Case Study: College Streamlines and Simplifies Retirement Plan Offering
With a finger on the pulse of their retirement plan participants, Saint Anselm College in Manchester, New Hampshire, realized the need to streamline their $80.5M* retirement plan to help participants focus on the important aspects of retirement readiness.
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Aug 2018Chart of the Month: The Yield Curve is an Historic Recession Indicator
Source: Federal Reserve Bank of St. Louis, National Bureau of Economic Research*Recessions are shaded Market Observations The U.S. yield curve – specifically, the difference between 10-year and 2-year Treasury yields, has generated significant market interest in recent months. With the Federal…
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Jul 2018What Retirement Plan Sponsors Need to Know about Rising Interest Rates
Interest rates have continued to climb in 2018, leaving retirement plan sponsors wondering about the impact on their retirement plans and participants.
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Jul 2018Navigating Retirement Portfolios During Market Volatility
After a long period of relatively strong returns, global equity markets gave way to a bout of volatility that has been disconcerting for some retirement plan participants. What steps can investors take to protect their retirement portfolios during market downturns?
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Jun 2018Socially Responsible Investing: What Retirement Plan Sponsors Need to Know
Interest in environmental, social and governance (ESG) investing has soared, however, the way in which retirement plan sponsors approach ESG-focused investment strategies can be a point of confusion. We explore the latest DOL guidance and the key issues of which plan sponsors need to be aware.
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Jun 2018Distribution Confusion: The Difference Between Plan Types
Plan sponsor confusion over amending retirement plan distribution restrictions appears to be growing, particularly because some are finding that they are unable to amend their plan in the desired fashion due to IRS code restrictions on distributions. The confusion may reflect a lack of understanding…
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