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403(b) Curriculum Article Library
Articles
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Fiduciary 101
- Am I A Fiduciary?
- Are Bigger Stop Signs Really Needed?
- What is My Fiduciary Liability and How Do I Protect Myself?
- The True Cost of Fiduciary Responsibility - Why I Should Hire Outside Experts
- Who Should Serve on the Retirement Plan Committee?
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Investments
- So Many Funds, So Little Time
- Individual Versus Group Custodial Accounts
- Retirement Savers Respond to the Market Meltdown: Avoiding the 'Hail Mary' Pass in Higher Education
- Fiduciaries breached duty of prudence by investing in retail share classes
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Administration
- The IRS Universal Availability Compliance Initiative
- Having Multiple Providers in Your 403(b) Plan…Are They Worth It?
- Get Ready For A 403(b) Plan Audit
- How to Prepare for an IRS Audit of your 403(b) Plan
- Navigating the 403(b) (and 457(b)) Landscape of Contract Exchanges, Plan-to-Plan Transfers, and Rollovers
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Documentation
- Where Is Your Investment Policy Statement and What's In It?
- Anticipating the 403(b) Prototype Program - What Can Employers Expect?
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Plan Design
- How to Get Better Value from Your 403(b) Provider Without Doing an RFP
- Is the 403(b) Plan Dying?
- Navigating Higher Education Retirement Plans
- Should You Use a Separate Account for Your Plans Guaranteed Assets
- Cooperative Retirement Programs - The Next Generation in University 403(b) Plan Design
- Staying in the Safe Harbor
- Clarity at Last -DOL Q&A on 403(b) 5500 Rules and Bonus Guidance on Non-ERISA Safe Harbor
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Fees
- What’s next for DB Plan Sponsors
- Final Participant Fee Disclosure Regulations
- Getting More Value Out of Your Plan Fees
- Understanding Your 403(b) Plan Fees
- The DOL's Final Participant Fee Disclosure Rule - Will It Enlighten Participants?
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Communication and Education
- Consensus Building in Universities and Teaching Hospitals - Bringing the Faculty into the Equation
