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InvestingOctober 26, 2016

DC Plan Sponsors Curious About Strategic Beta

Cerulli pegs interest in “smart beta” to a heightened focus on fees that has proven to be a boon for passive managers while simultaneously creating a significant headwind for their active counterparts.

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The nomination period for our 2017 Plan Sponsor of the Year awards ends 11/4.

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inside the magazine October 2016

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ComplianceOctober 24, 2016

IRS Relaxes Loan and Hardship Procedures for Hurricane Matthew Victims

A retirement plan can allow a victim of Hurricane Matthew to take a hardship distribution or borrow up to the specified statutory limits from the victim’s retirement plan, or allow a person who lives outside the disaster area to take a loan or hardship distribution to assist a family member who was a victim.