Insights


Showing entries with the service “Defined Contribution Services”.

Show all >


20

Sep 2019

Compliance Alert: The Hardship Regulations are Final

On Thursday, September 19th, the Internal Revenue Service (IRS) finalized the hardship regulations that were previously issued in proposed form on November 9, 2018. While finalized regulations often differ from proposed regulations, due to the IRS considering written comments, these final regulation…

Read more

23

Aug 2019

Positioning a Portfolio for Recession

Slowing economic growth and a flat yield curve may be signaling a potential recession on the horizon. As certain asset classes perform better than others in a recession, we explore the steps retirement plan investors can take to help protect their portfolios.

Read more

23

Aug 2019

Case Study: Growth through Acquisition and the Impact on Retirement Plans

The dynamic healthcare industry continues to see significant merger and acquisition activity, and combining the retirement plans of newly acquired entities can be complicated. Learn how WMCHealth has successfully integrated plans while enhancing the benefits for both new and existing employees

Read more

23

Aug 2019

403(b) Retirement Plan Fee Litigation: An Update

With numerous universities and healthcare systems sued over retirement plan fees and breach of fiduciary responsibility since 2016, fee litigation has become an important topic for retirement plan sponsors.

Read more

22

Jul 2019

Decumulation Confusion: The 4% Rule

In part-three of our decumulation series, we discuss the 4% Rule, a time-honored method of withdrawing funds from retirement plans and annuities.

Read more

22

Jul 2019

Dividends and the Power of Compounding

Dividends play an important role in the returns of equity portfolios and indices, especially in a low-interest rate environment, where income generation is more difficult. We take a closer look at dividends and their benefits.

Read more