403(b) Curriculum Library


27

Jan 2020

The SECURE Act: Changing the Retirement Plan Landscape

The SECURE Act - the most significant piece of retirement plan legislation in a decade - was passed in December 2019. We provide a comprehensive guide to the Act's provisions, highlighting the effective date and the impact on retirement plan sponsors and fiduciaries.

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27

Jan 2020

2020 403(b) Retirement Plan Compliance Calendar

The 2020 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While all major dates are included, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific plans that …

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26

Jan 2020

2020 Retirement Plan Compliance Calendar

The 2020 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While all major dates are included, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific plans that …

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18

Dec 2019

The Top Retirement Plan Trends for 2020

With the holiday season upon us and the New Year fast approaching, it is time to consider what 2020 may bring for retirement plan sponsors. We explore some of the retirement plan trends that are likely to be popular next year.

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25

Nov 2019

Case Study: Making a Strong Plan Stronger

SRC, a not-for-profit research and development organization, set out to improve their retirement plan benefit, ultimately reducing administrative costs by 54%, streamlining the investment lineup and improving employee communication and education - all without converting recordkeepers

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25

Nov 2019

The Fiduciary Breach Lawsuits: Lessons Learned

Over the past few months, we launched an in-depth exploration into the claims of the fiduciary breach lawsuits. We highlight the issues, the litigation outcomes and the key take-aways for retirement plan sponsors in a recap of the series.

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