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December 2nd, 2016 |
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Not the Same … Not Even CloseRecently there was an article in The New York Times titled “Think Your Retirement Plan Is Bad? Talk to a Teacher.” The article was a reminder that the 403(b) plan marketplace has many mini-segments, and some of those were changed significantly by the Internal Revenue Service (IRS) regulations released in 2009. However, in the rush to label 403(b) plans as the “cousins” of the 401(k) or link them into broader defined contribution plan coverage, this group of plans received a label it does not merit.Read more > |
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ASK THE EXPERTS
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Groom Law Group and Cammack
Retirement Group will field your
questions concerning 403(b) plans
and regulations. Email rebecca.moore@strategic-i.com with Subject
Ask the Experts
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The Missing Link to the Best Performance of Investment ManagersThe culture of an investment manager organization can have a strong impact on putting plan sponsor and adviser interests first, research suggests.Read more > |
| Institutional Investors Being Forced into 'Risk' AssetsAccording to new research from Cerulli Associates, institutions that were once able to meet their target returns by investing in mostly long-only equity or fixed income are being forced more into “risk assets.” In particular, “alternative” investment classes are playing an increasingly important role in the effort to meet necessary portfolio returns, Cerulli finds.Read more > |
| Break from the Grind: Most Popular Pet NamesFor the second consecutive year, “Bella” and “Max” were the most popular pet names in America for dogs and cats, according to Nationwide. This marks the fifth consecutive year that Bella has led the way as the most popular pet name in America for both canines and felines. See the Top 10.Read more > |
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