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September 6th, 2019 |
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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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Sponsored message from MercerInvestment Consulting Services for Not-for-Profit Healthcare OrganizationsAt Pavilion, we want to understand not only your investment portfolio but your underlying business and mission as well, so that we can best help you in building a better financial future for your organization. Read more > | Barry’s Pickings: Meaning for DC Plan Participants of Decreases in Interest RatesMichael Barry, president of O3 Plan Advisory Services LLC, explains how, in the long run, decreases in interest rates drive up costs for DC plan participants to provide themselves retirement income.Read more > | PSCA Offers Retirement Savings Communication Campaign MaterialsPSCA’s new 401(k)/403(b) Day campaign can be used any time during the year and includes five pieces that highlight different retirement savings concepts.Read more > | Voya Financial Releases New TDF SolutionVoya Financial, Inc. announced that its retirement business has added a new target-date fund (TDF) solution. Designed by flexPATH Strategies Inc., MyCompass Index is now available to all of Voya’s retirement plan customers. The new solution is designed to address retirement needs of individual plan participants.Read more > | Break From the Grind: For the Class of 2023, Phones Are for Taking PicturesFormerly the Beloit College Mindset List, the Marist College Mindset list for the entering college class of 2023 identifies what has always and never been true for them.Read more > | 2019 PLANADVISER National ConferenceOne of the most anticipated regulations this year was the Securities and Exchange Commission’s Regulation Best Interest (Reg BI). On September 17, come hear Roberta Ufford, with the SEC’s Division of Investment Management, and Brad Bartels, with the SEC’s Division of Trading and Markets, discuss Reg BI and other timely topics, including the SEC’s new interpretation relating to the duties of advisers under the Advisers Act. The two will also discuss how the new rules and guidance may affect rollovers and rollover-related advice.Read more > |
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