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November 18th, 2016 |
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2016 PLANSPONSOR Defined Contribution SurveyPLANSPONSOR’s Defined Contribution Survey gathers data from thousands of plan sponsors about their plan design and administration, providing industry benchmarks. The survey is a study in contrasts and a demonstration of some surprisingly striking similarities among plans of varying sizes.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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ESG Investors Weight Performance and Moral ConsiderationsAs more and more assets are invested in portfolios that consider environmental, social and governance (ESG) factors, researchers are attempting to better measure the effectiveness of so-called “impact investing,” both in terms of financial performance and as it pertains to meeting the moralistic goals of ESG.Read more > |
| More DC Plan Advisers Recommending Custom TDFsHowever, there are considerations about the peripheral risks of offering a custom fund—as a growing handful of DC plan sponsors have already been sued over the performance of customized funds.Read more > |
| PBGC Issues Annual Report of DeficitsThe Pension Benefit Guaranty Corporation’s (PBGC)’s single-employer insurance program showed improvement; its deficit narrowed from $24.1 billion, at the end of FY 2015, to $20.6 billion at the end of FY 2016. This was primarily due to investment and premium income and a low level of plan terminations during the year.Read more > |
| CUNA Partners With ERS to Offer Fiduciary ProtectionIn an effort to help financial advisers and plan sponsors meet fiduciary obligations, CUNA Mutual Retirement Solutions has partnered with investment monitoring subsidiary Envestnet | Retirement Solutions (ERS).Read more > |
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