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News and Updates

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10th National 403(b) Retirement Plan Survey: Organizations Adopting Best Practice Plan Designs

Automatic features, Roth and investment policy statements on the rise.

President Trump Announces Retirement Initiative

Tax Reform May Heighten Impact of NQDC Plans as a Retirement Benefit for Executives

New survey from PSCA demonstrates NQDC plans are key components of competitive benefits packages.

Upcoming Events

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PSCA Studies

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Publication Highlights

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An overview of defined contribution plan fiduciary types.

Considerations regarding money market funds and stable value funds in your DC plan investment lineup

From the Blog

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But I Repeat Myself – You Should Offer a Health Savings Account-Capable Health Option*

October 12, 2018

An Employee Benefits Version of Groundhog Day1A week or so ago, in a presentation titled, Health AND Wealth in Retirement, I once again stood in front of a crowd of plan sponsors extolling the value of HSAs.  HSAs offer:The most valuable benefi read more >>

True-up, Catch-up, What’s up?

October 10, 2018

“The wonderful thing about second chances is that they exist.”1True Up – Internal Revenue Code (IRC) §§401(k) and 403(b) plans, and Health Savings Accounts (HSA)Many Individual account savings plans and some HSAs offer an e read more >>

It is Not Borrow to Save, But Save to Borrow!

October 09, 2018

Take action now by reviewing your retirement savings plan’s liquidity provisions.To quote one benefits expert, “Borrowing to save—isn’t that something that only an oxymoron would do?”1   I agree, and I disagree. read more >>

Rethinking Rebalancing

October 03, 2018

Are your third-quarter statements out? If not, your participants may not want to wait to check out their recent investment performance. Those invested in domestic equities might be feeling flush as most U. read more >>

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