Insights


Showing entries with the topic “Administration”.

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23

Sep 2019

The 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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20

Sep 2019

Compliance 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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23

Aug 2019

Positioning 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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23

Aug 2019

Case Study: Growth through Acquisition and the Impact on Retirement Plans

The dynamic healthcare industry continues to see significant merger and acquisition activity, and combining the retirement plans of newly acquired entities can be complicated. Learn how WMCHealth has successfully integrated plans while enhancing the benefits for both new and existing employees

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23

Aug 2019

403(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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