Investment Oversight

Brexit: Our Observations for Investors

By now, you’ve probably become quite familiar with the term “Brexit”. This is the shorthand way of referring to the UK leaving the economic and political partnership known as the European Union. While the vote that took place on Thursday, June 23, 2016, will have many far reaching consequences, the effect on the financial markets is definitely worth strong consideration on the part of investors. Here, we explain what we know now, our observations and what this could potentially mean for you moving forward. 

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Cash Management for Retirement Plans: What Should Committees Be Doing?

Every CFO and their finance department is intently focused on managing the corporation or organization’s cash and bottom line. Metrics are reviewed monthly, if not more frequently, to understand the company’s revenues, liabilities, budget, capital reserves, and operating capital (cash). Additionally, concerted efforts are made to get the best return on a corporation’s cash assets – which in the large corporate market can serve as a catalyst to acquisition activity, stock buybacks, and other strategies.

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401(k) Fitness: How to Keep Your Employer Retirement Plan Healthy

May 15th marked the 6th Annual Employer Retirement Plan Symposium, presented by AFS 401(k) Retirement Services. We love hosting this event every year, particularly since it allows us to spend time with our clients outside of the normal plan review and employee education meetings. We truly value the opportunity to share important information with benefits professionals – information they can use to establish a more valuable benefits program for their employees. And it’s not just the attendees who are learning new things at our symposium; we are too. We recognize how important the regular exchange of information is in our ever-changing industry, and we welcome the opportunity for others, and ourselves, to participate as well, especially since it helps us to stay on the pulse with the latest retirement developments. 

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Target Date Funds: Tips for ERISA Plan Fiduciaries

Target date retirement funds (also called target date funds or TDFs) have become anTDF_Tips_for_ERISA_Plan_Fiduciaries increasingly popular investment option in 401(k) plans and similar employee-directed retirement plans. The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) prepared the following general guidance to assist plan fiduciaries in selecting and monitoring TDFs and other investment options in 401(k) and similar participant-directed individual account plans.

Download the document here.

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