DC Insight Archive

Cost of Living Adjustments 2025

By Rich Swanner, CPFA, QKA | November 14, 2024
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The Elusive 5%: Is It Making a Comeback?

By Kyle McNamara, CFA, CEBS | October 15, 2024
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Secure Act 2.0 Student Loan Match – Lightening the Student Debt Load to SECURE a Better Retirement

By Matt Foster | June 19, 2024
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Alarmed by the 401(k) Auto Enroll Headlines? Just Opt Out

By Richard Veres, CFA, CEBS | March 27, 2018
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The Changing Landscape of 403(b) Plans: Are Your Plans Keeping Pace?

By Richard Veres, CFA, CEBS | September 21, 2017
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US Bond Market Liquidity

By Mark Baker, CFA, ASA | June 29, 2017
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What Does the DOL Fiduciary Ruling Mean for You?

By Richard Veres, CFA, CEBS | June 8, 2017
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Understanding the New Fiduciary Rule and Its Impact to Retirement Plan Sponsors

By Richard Veres, CFA, CEBS | February 28, 2017
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Five Costly Mistakes in 403(b) Retirement Plan Management and How to Avoid Them

By Richard Veres, CFA, CEBS | February 9, 2017
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Employee Stock Ownership Plan (ESOP): A Solid Financial Future

By Richard Veres, CFA, CEBS | December 21, 2016
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Understanding Retirement Plan Expenses and Fees

By Kelly O'Hara, CEBS, RPA | December 8, 2016
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The Fiduciary Rule: Impact to Retirement Plan Sponsors and Important Questions to Ask Your Consultant

By Richard Veres, CFA, CEBS | January 29, 2015
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How An ESOP Can Provide A Solid Financial Future

By Richard Veres, CFA, CEBS | January 29, 2015
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