Showing entries with the topic “Plan Design”.
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Apr 2018403(b)s Are Not 401(k)s: Higher Education Organizations Come to the Defense of 403(b) Plans
In a recent amicus brief, higher education membership associations came to the defense of 403(b) plans in general, asserting that 403(b) plans are very different from their 401(k) counterparts.
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Apr 2018Dissecting Retirement Plan Lawsuit Issues
The steady stream of retirement plan lawsuits filed over the past decade have plan sponsors of all sizes and organization types on edge.
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Mar 2018The Impact of Inflation on Retirement Plan Investing
With inflation potentially on the rise, retirement plan sponsors should be aware of the affect it can have on retirement plan investments and how they can help protect participants.
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Dec 2017Five Trends for Retirement Plan Sponsors in 2018
With the holiday season upon us and the New Year fast approaching, we explore five trends that will be popular with retirement plan sponsors in 2018.
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Nov 2017Fiduciary Considerations When Adding and Reviewing Managed Accounts
Managed accounts offer retirement plan participants a personalized investment strategy based on their own individual situation. However, as plan sponsors review the benefits of adding managed accounts to their retirement plans, there are ever-present fiduciary considerations which must be addressed.
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Sep 2017Financial Wellness in the Workplace: A Study of Healthcare Organizations
Wellness in the workplace is an important topic for employees and employers alike. As employer awareness of the benefits associated with a healthy employee population rises, so too does the focus on programs and initiatives to support employees.
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Aug 2017Retirement Plan Investment Lineup Construction for Future Markets
With all of the attention paid to retirement plan fees and the associated lawsuits, plan sponsors and their retirement plan committees tend to be very focused on ensuring that plan investments provide consistent long-term performance, are competitively priced, and offer good diversification. T…
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Jul 2017Retirement Plan Fees: Top 3 Questions Answered
With retirement plan fees serving as the centerpiece of fiduciary breach lawsuits, it's no wonder that this is the leading topic of interest with retirement plan fiduciaries.
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Mar 2017Can Smaller Plan Sponsors Dream Big? Yes! A Case Study on the Anglican Church in North America
Plan sponsors with smaller retirement plan assets often share a similar concern: how can they enhance their retirement plan with a lack of purchasing power? However, we examine how one smaller plan overcame their small plan hurdles to achieve the outstanding outcomes of plans many times their size.
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Jan 2017Impact of the Proposed IRS Mortality Tables and Strategies to Reduce its Effects
Since late 2014, the Society of Actuaries (SOA) has been proposing updating the mortality tables used to determine the funding target liability for defined benefit (DB) plans under §430 of the code, with the mortality tables that were published by the Retirement Plans Experience Committee of the Soc…
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